Cassandra Queen is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Wilmington, DE, with 17 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
1013 Centre Rd, Ste 229, Wilmington, DE, 19805
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cassandra is the Founder and President of Pinnacle Tournament Team Family Organization, a non-profit supporting amateur karate athletes. She spends about 10-20% of her time organizing the non-profit, filing for tax-exempt status, and instituting bylaws and a board of directors.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Stonecrop Wealth Advisors, LLC
Compass Ion Advisors, LLC
Apw Capital, INC.Broker
Investors Capital CORP.Broker
Capital Analysts, IncorporatedBroker
Morgan Stanley & CO. IncorporatedBroker
State Registrations1 state
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