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Danielle Held

Wells Fargo Advisors
3 Years of Experience
Charleston, SC
1 DisclosureBroker
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Danielle Held is a registered investment advisor at Wells Fargo Advisors, based in Charleston, SC, with 3 years of industry experience. Danielle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

320 Broad St 4th Fl, [Rbo], Charleston, SC, 29401

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History

Regulatory History (1)
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Financial
May 2021
Final
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Employment History
Current Registrations
Wells Fargo Advisors
March 2023 - Present · 3 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
February 2023 - Present · 3 yrs 8 mos
State Registrations1 state
SC
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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Danielle Held - Financial Advisor | TrueAdvisor