Wells Fargo Investment Institute, Inc.
Wells Fargo Investment Institute, Inc. (CRD# 133204) is a financial advisory firm headquartered in Charlotte, NC. They manage $43,998,251,201 in 20,338 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management43,998MILLION
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Total Number of Accounts20,338ACCOUNTS
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Average Account Value$2,163,352
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY
Richard Burke (CRD# 6756955) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has 1 year of experience in the finance industry.
Richard Henry (CRD# 243386) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 5 years of experience in the finance industry.
Steven Alperin (CRD# 2428584) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Saint Louis, MO and has over 30 years of experience in the finance industry.
Lucas Baker (CRD# 4656020) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Minneapolis, MN and has over 19 years of experience in the finance industry.
Alexander Baran (CRD# 7468207) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Salt Lake City, UT and has over 2 years of experience in the finance industry.
David Beach (CRD# 4097995) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 24 years of experience in the finance industry.
Andrew Bowling (CRD# 7356398) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 3 years of experience in the finance industry.
Bryan Cline (CRD# 4242662) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Bend, OR and has over 2 years of experience in the finance industry.
Sherry Freel (CRD# 7464449) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Jacksonville, FL and has 1 year of experience in the finance industry.
John Frith (CRD# 2665106) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 28 years of experience in the finance industry.