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Overview

Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Wells Fargo Advisors LLC 7 years, 7 months May 2009 - Present
Wachovia Securities LLC 2 years, 3 months Feb 2007 - May 2009
Ferris, Baker Watts, Inc. 2 years, 2 months Dec 2004 - Feb 2007
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Larry Alan Schwartzman?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Apr 12, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    Apr 18, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Wells Fargo Advisors, LLC

Last updated on Nov. 10, 2016
    • $372.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1M
      Accounts
    • $277.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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