Melissa Whalen
Melissa Whalen is a registered investment advisor at Wells Fargo Investment Institute, INC., based in Wyomissing, PA, with 3 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14,594 clients with $41B 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
1250 Broadcasting Rd, 1st floor, Wyomissing, PA, 19610-3216
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wells Fargo Investment Institute, INC.
State Registrations1 state
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