William PeoplesCRD Number: 7417325
Current Firm: Wells Fargo Clearing Services, LLC
William Peoples (CRD# 7417325) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
Cetera Investment Advisers LLC
|Wells Fargo Clearing Services||Dallas, TX||Jun 2021 - Current||< 1|
|Wells Fargo Bank||Dallas, TX||Jun 2021 - Current||< 1|
|Wells Fargo Bank||Dallas, TX||Apr 2019 - Jun 2021||2|
|Central Market||Dallas, TX||Oct 2018 - Jan 2020||1|
|Dallas County Community College - El Centro||Dallas, TX||May 2017 - Dec 2019||2|
|Uber||Dallas, TX||Jan 2018 - Apr 2019||1|
|Lyft||Dallas, TX||Jan 2018 - Apr 2019||1|
|Instacart||Dallas, TX||Jan 2018 - Apr 2019||1|
|Wells Fargo Bank||Dallas, TX||Apr 2001 - Nov 2017||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
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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