Alisha AuldridgeCRD Number: 5041444
Current Firm: Wells Fargo Clearing Services, LLC
Alisha Auldridge (CRD# 5041444) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Saint Louis, MO and has over 15 years of experience in the finance industry.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
|Wells Fargo Clearing Services, LLC||Newbern, NC||Nov 2016 - Current||5|
|Website- Alishas1stopshop.com||Emerald Isle, NC||Oct 2009 - Current||12|
|Wells Fargo Bank Na||Newbern, NC||Dec 2002 - Current||19|
|Wells Fargo Advisors LLC||Newbern, NC||Dec 2011 - Nov 2016||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2006|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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, WY
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