Wells Fargo Investment Institute, Inc.
Wells Fargo Investment Institute, Inc. (CRD# 133204) is a financial advisory firm headquartered in Charlotte, NC. They manage $43,584,664,719 in 20,198 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management43,585MILLION
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Total Number of Accounts20,198ACCOUNTS
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Average Account Value$2,157,870
- 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
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 23 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 2 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.