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Aug 13, 2024 · Wells Fargo Advisors, registered in 1990, serves 52 state (s) with a licensed staff of 15,975 advisors. Wells Fargo Advisors manages $558.5 billion and provides investment advisory services for 1,352,052 clients (1:85 advisor/client ratio).
- $558.5 billion
- 1:85
- $413,049
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Do-it-yourself investors seeking a low-cost, online, self-directed brokerage account to research, select, purchase, track, and manage their own investments. Clients who would like a diversified portfolio based on their goals and risk tolerance, with ongoing account monitoring and rebalancing.
Find a Wells Fargo Financial Advisor near you in Wells Fargo Advisors office locations, Wells Fargo Bank branches and over the phone. Use our locator tool.
Wells Fargo Advisors can help you create and manage your own personalized investment plan. For more information, contact a Financial Advisor at Wells Fargo Advisors at 1-866-243-0931.
May 13, 2022 · Wells Fargo Company today announced that Sol Gindi is the new head of Wells Fargo Advisors (WFA) and head of the Wealth Investment Management (WIM) Client Relationship Group, reporting to Barry Sommers, head of WIM.
Wells Fargo Advisors provides a full range of financial advisory services, investments, brokerage services and online trading for your retirement goals.
Your advisor can help you with a range of decisions, from helping you determine your investment goals to dealing with life events, like the financial impact of divorce. Look for credentials. Search online and ask for references and/or conduct an interview with a potential advisor.
