David Baller from 2018 – 2023 Wayne Baller from 2015 – 2023 |
Wells Fargo Advisors’ PIM Portfolio Managers must meet eligibility requirements which include a minimum of two years of experience as a portfolio manager, five years of industry experience, and successful completion of stringent securities exams. They complete advanced training, including an ethics exam, proxy exam and a 40-hour portfolio management training course. Only five percent of the firm’s financial advisors have met the criteria to act as PIM Portfolio Managers. |