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WILLIAM PHELPS, CRPC�

Financial Advisor

Address: 4905 W TILGHMAN ST, SUITE 380 , ALLENTOWN , PA 18104
Call: 484-546-5652 Fax: 610-366-3639
Email: William.Phelps@wellsfargo.com Compose mail in a new window

Tailored Financial Strategies. Personal Service.

My Experience

2022 - Present : Wells Fargo Advisors, Financial Advisor
2007 - 2022 : Ameriprise Financial, FA, RSCA and ROL

My Areas of Focus

Securities Registered in the following states: DC, FL, MA, NC, NJ, PA, VT
Insurance licensed in the following states: Resident State: PA
WILLIAM PHELPS: Financial Advisor: Wells Fargo Clearing Services, LLC

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Markets Perspective

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Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC,Member SIPC , a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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