Samantha Trudell is a registered investment advisor at Wells Fargo Advisors, based in Collegeville, PA, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
555 Second Avenue, Suite D-300, Collegeville, PA, 19426
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Samantha works as a consultant for Mary Kay, starting in 2018. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Comerica Securities
Comerica SecuritiesBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations26 states
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