Mary
Patterson
Wells Fargo Investment Institute, Inc
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About this Advisor
Mary Patterson is a financial advisor based in Jacksonville, Florida, working with Wells Fargo Investment Institute, Inc. Mary has previously held a position at Wells Fargo Investment Institute, Inc. Mary has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Mary is part of Wells Fargo Investment Institute, Inc, which operates out of Jacksonville, Florida. The firm has 6 offices and 251 employees. The firm manages assets totaling $44.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at Wells Fargo Investment Institute, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wells Fargo Investment Institute, Inc Brokerage Details
$43,998,251,201
251
20,338
$2,163,352
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
Mary Patterson Work History
Wells Fargo Investment Institute, Inc
Disclosures
Please visit the SEC profile of Mary Patterson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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