Lois
Joha
Wells Fargo Investment Institute, Inc
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About this Advisor
Lois Joha is a financial advisor based out of Denver, Colorado with a total of 2 years of relevant experience. Joha currently works for Wells Fargo Investment Institute, Inc. They have spent their complete time as a financial advisor at Wells Fargo Investment Institute, Inc. Joha maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Colorado. Wells Fargo Investment Institute, Inc is a financial advisory company based out of Charlotte, NC. It has offices in 38 locations and a total of 264 people on staff. It oversees $38 billion in total assets among its 24,240 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 289 charities and foundations. Of its 24,240 client accounts, 94% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm has a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. A financial advisor's fees typically depend on which services the firm provides the client. Fees billed by Wells Fargo Investment Institute, Inc likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wells Fargo Investment Institute, Inc Brokerage Details
$38,123,578,794
264
24,240
$1,572,755
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Lois Joha Work History
Lois has been registered as a financial advisor for 2 years.*
Wells Fargo Investment Institute, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lois Joha to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wells Fargo Investment Institute, Inc
Beverly Hills, CA
Dallas, TX
Charlotte, NC
Denver, CO
Minneapolis, MN
Charlotte, NC
Charlotte, NC
Charlotte, NC
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