Brendon BiegelCRD Number: 6929001
Current Firm: Wells Fargo Clearing Services, LLC
Brendon Biegel (CRD# 6929001) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Scottsdale, AZ and has over 4 years of experience in the finance industry.
Financial Planning For Generations, Inc.
Aegis Wealth Partners, LLC
|Wells Fargo Bank, Na||Phoenix, AZ||Jun 2019 - Current||3|
|Wells Fargo Clearing Services, LLC||Phoenix, AZ||Jun 2019 - Current||3|
|Apex Systems||Scottsdale, AZ||Mar 2019 - Jun 2019||< 1|
|Morgan Stanley Private Bank, N.a.||New York, NY||Jun 2018 - Mar 2019||< 1|
|Morgan Stanley||Scottsdale, AZ||Apr 2018 - Mar 2019||< 1|
|Immigration Capital||Henderson, NV||May 2015 - Apr 2018||2|
|Thunderbird School Of Global Managment||Glendale, AZ||Aug 2014 - Dec 2015||1|
|Organo Gold||Phoenix, AZ||Aug 2013 - Oct 2014||1|
|Revana||Tempe, AZ||Jan 2014 - Aug 2014||< 1|
|Arizona State University||Tempe, AZ||Jan 2012 - May 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2018|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- 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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