Tupelo, MS Gloster Creek Vlg Office

Team
Updated today

Client AUM

$617,589,353,444

Clients

1,298,616

Advisors

2

Of 14,141 advisors across 1,489 offices

Location

499 Gloster Creek Vlg, Ste F6 A

Tupelo MS 38801

Advisors at this office

2

Advisors at this office

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Richard H

Series 63, Series 65

Tupelo, MS

Wells Fargo Clearing

Richard Hastings is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Christopher H

Series 63, Series 66

Tupelo, MS

Wells Fargo Clearing

Christopher Hallmark is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining Wells Fargo in 2019, he worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2012 to 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Retired Founder/Business Owner
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