Wells Fargo Investment Institute, Inc.

Wells Fargo Investment Institute, Inc. (CRD# 133204) is a financial advisory firm headquartered in Charlotte, NC. They manage $38,123,578,794 in 24,240 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    38,124
    MILLION
  • Total Number of Accounts
    24,240
    ACCOUNTS
  • Average Account Value
    $1,572,755
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Wells Fargo Investment Institute, Inc.
Showing 1 - 10 of 57 top financial advisors.
1
Richard J. Burke
CRD#: 6756955
550 S Tryon St, 40th Floor, Charlotte, NC 28202

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.

2
Richard S. Henry
CRD#: 243386
550 S Tryon St, 40th Floor, Charlotte, NC 28202

Richard Henry (CRD# 243386) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 4 years of experience in the finance industry.

3
Steven G. Alperin
CRD#: 2428584
1 N Jefferson Ave, 7th Floor, Saint Louis, MO 63103

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.

4
Lucas Baker
CRD#: 4656020
550 S 4th St, 14th Floor, Minneapolis, MN 55415

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.

5
Alexander Baran
CRD#: 7468207
299 S Main St, Floor 07, Salt Lake City, UT 84111

Alexander Baran (CRD# 7468207) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Salt Lake City, UT and has 1 year of experience in the finance industry.

6
David C. Beach
CRD#: 4097995
550 S Tryon St, 40th Floor, Charlotte, NC 28202

David Beach (CRD# 4097995) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 23 years of experience in the finance industry.

7
Andrew A. Bowling
CRD#: 7356398
401 S Tryon St, 2nd Floor, Charlotte, NC 28202

Andrew Bowling (CRD# 7356398) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 2 years of experience in the finance industry.

8
Bryan D. Cline
CRD#: 4242662
650 Sw Bond St, 2nd Floor, 200, Bend, OR 97702

Bryan Cline (CRD# 4242662) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Bend, OR and has 1 year of experience in the finance industry.

9
Sherry Freel
CRD#: 7464449
3563 Phillips Hwy Bldg D, Floor 2, Jacksonville, FL 32207

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.

10
John P. Frith
CRD#: 2665106
550 S Tryon St, 40th Floor, Charlotte, NC 28202

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.

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