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School Investment Account Through Wells Fargo Advisors
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Description
Bridges Charter School plans to establish an investment account that will be held and operated through Wells Fargo Advisors Financial Network LLC via its relationship with Westlake Private Wealth Management. The resolution will define signers and oversight for managing the account.
Contract Details
Vendor
WELLS FARGO ADVISORS FINANCIAL NETWORK LLC (WFAFN)
Agency
BRIDGES Charter District, CA
Contract Type
FINANCIAL_SERVICES
Document Date
May 20, 2026
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