Jeffrey KlineCRD Number: 5369961
Current Firm: Wells Fargo Advisors Financial Network, LLC
Jeffrey Kline (CRD# 5369961) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Wormleysburg, PA and has over 9 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
|Wells Fargo Advisors Financial Network, LLC||Wormleysburg, PA||Mar 2013 - Current||4|
|Wells Fargo Advisors LLC||Lemoyne, PA||May 2009 - Mar 2013||3|
|Wachovia Securities||Lemoyne, PA||May 2007 - May 2009||2|
|Paychex||Harrisburg, PA||Sep 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management38,415MILLIONS
Total Number of Accounts131,465ACCOUNTS
Average Account Value$292,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV