Cecelia Dugan is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Greenville, DE, with 37 years of industry experience. Cecelia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3703 Kennett Pike, Greenville, DE, 19807
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cecelia is the treasurer of the Donald and Martha Dewees Foundation, a finance council member at St. Ann's Church, and a board member of both the Arthur Family Foundation and the Edgar A Thronson Foundation. These roles with private charitable foundations and the church require minimal time and are investment-related.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
First Union Capital Markets CORP.Broker
Butcher & Singer INC.Broker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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