Financial Advisors · profile

Wells Fargo Advisors

Financial Advisors · San Diego, CA

We built this from public sources. If something's wrong, the firm can submit a correction.

Address
600 W Broadway # 1450, San Diego, CA 92101, USA · View on Google Maps Google Places
Phone
(619) 702-5656 Google Places
Website
home.wellsfargoadvisors.com Google Places
Category
Financial Advisors
Directory ratings
  • Google5.0 (1)
As listed on third-party directories · not endorsed
02
Core data

What we found

Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.

Canonical Google Places Independent editorial Self-published Self-published social Press release / wire Aggregated
Fact Value Sources Citations
How they're paid Couldn't confirm 1 money.usnews.comIndependent editorial

1 fact·1 source·0 contested·1 not confirmed

03
What the firm says about itself

Self-claims

What the firm states about itself — operational facts and self-promotion, kept apart.

Stated facts

First-party · firm-stated

First-party operational facts — hours, services, the firm's own descriptors.

Performance claims

Self-described · not endorsed

Self-promotion, kept with its source.

No performance claims are currently recorded.

04
Recurring across sources

Themed claims

Claims that recur across sources, clustered by theme — each with its sources and citation count.

·
At a glance

Key facts

The firm's core identity facts, drawn from the sourced ledger below.

Main location
san diego, cahome.wellsfargoadvisors.comSelf-publishedmapquest.comAggregatedyellowpages.comAggregatedyelp.comAggregatedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedfa.wellsfargoadvisors.comIndependent editorialhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedmapquest.comAggregatedyelp.comAggregatedyelp.comAggregated
Years in practice
over 60 years of collective experience · 40 yearsfa.wellsfargoadvisors.comIndependent editoriallajollapw.comIndependent editorial
Registration
Registered in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY · registered broker-dealer · Securities Registered in the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IN, MA, MD, MN, MO, NC, NE, NJ, NY, OR, PA, SC, TN, TX, VA, VI · Securities Registered in the following states: AZ, CA, DC, FL, GA, MA, MD, MI, MS, NC, NJ, NM, OH, PA, SC, TN, TX, UT, VAmoney.usnews.comIndependent editorialhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-published
Professional certifications
Susan P. Fargo, License #a4b4653d-55b5-431d-80d0-9c0a343ba205, United States · CIMA®, CRPC® · AWMA, CRPCcfp.netIndependent editorialhome.wellsfargoadvisors.comSelf-publishedlajollapw.comIndependent editorial
Services
investing, lending, and banking solutions · brokerage, investing, and financial advisory · financial advisory services, investments, brokerage services and online trading for retirement goals · estate planningthewealthadvisor.comIndependent editorialen.wikipedia.orgIndependent editorialwellsfargoadvisors.comIndependent editorialyelp.comAggregated
Who they work with
multigenerational households · individuals and businessesthewealthadvisor.comIndependent editorialmapquest.comAggregated
How they invest
goals-basedwellsfargoadvisors.comIndependent editoriallajollapw.comIndependent editorial
How they're paid
fee-basedmoney.usnews.comIndependent editorial
05
Excerpts from public sources

In their words

Short excerpts from the sources behind this profile. The firm's own wording is marked.

Self-described · not endorsed The firm's own words are tinted and italicised.

Contact your Financial Advisor or call us at the number below: 1-866-281-7436 Monday – Friday, 8:00 am – midnight ET · 1-877-879-2495 Monday – Friday, 8:00 am – 9:00 pm ET Office Locations ... Wells Fargo Advisors
wellsfargoadvisors.com Independent editorial ·
The retail brokerage business, which includes Wells Fargo Advisors
wealthmanagement.com Independent editorial ·
The firm’s new incentive programs—focused on multigenerational households and checking account growth—reflect two clear strategic priorities: deepening relationships across client families
thewealthadvisor.com Independent editorial ·
Wells Fargo Advisors is a brokerage, investing, and financial advisory company.
en.wikipedia.org Independent editorial ·
Percentage of Assets, Fixed Fees, Commission-based
money.usnews.com Independent editorial ·
WELLS FARGO ADVISORS - Updated May 2026 - 9665 Wilshire Blvd, Beverly Hills, California - Financial Advising
yelp.com Aggregated ·
Address: 600 W BROADWAY, ONE AMERICAN PLAZA, SUITE 1450, SAN DIEGO, CA 92101
home.wellsfargoadvisors.com Self-published ·
Explore a full suite of banking solutions, from personal and business checking accounts, to credit cards and savings tools.
mapquest.com Aggregated ·
06
Every source, every date

Where every fact comes from

We read 156 mentions across the web and boiled them down to 88 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 88 confirmed facts · 156 mentions read
Fact Value Source Source date How we checked
Accolade 2019 financial times 400 top financial advisors optimalservicegroup.comIndependent editorial Verified
Accolade 2024 forbes best-in-state wealth advisors fa.wellsfargoadvisors.comIndependent editorial Verified
Accolade 2025 wells fargo advisors financial network platinum council program member at the diamond level fryarprivatewealth.comIndependent editorial Verified
Accolade 2026 forbes best-in-state wealth management team for california fa.wellsfargoadvisors.comIndependent editorial Verified
Accolade forbes best-in-state wealth advisors fa.wellsfargoadvisors.comIndependent editorial Verified
Accolade forbes top 250 wealth advisors (2022 and 2023) fryarprivatewealth.comIndependent editorial Verified
Accolade forbes top women wealth advisors fa.wellsfargoadvisors.comIndependent editorial Verified
Accolade platinum council advisor fa.wellsfargoadvisors.comIndependent editorial Verified
Category broker-dealers sites.wf.comIndependent editorial Verified
Category Financial Advising · 5 sources yelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregated Verified
Category Financial Advisor · 6 sources wellsfargoadvisors.comIndependent editorialhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-published Verified
Category Financial Advisors · 14 sources home.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-published Verified
Category financial advisory company en.wikipedia.orgIndependent editorial Verified
Category Financial Planners yellowpages.comAggregated Verified
Category Financial Services · 7 sources yelp.comAggregatedyelp.comAggregatedyelp.comAggregatedmapquest.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregated Verified
Category financial services firm mapquest.comAggregated Verified
Category http://schema.org/LocalBusiness yellowpages.comAggregated From page metadata
Category Investing · 2 sources yelp.comAggregatedyelp.comAggregated Verified
Category retail brokerage business wealthmanagement.comIndependent editorial Verified
Featured on wellsfargoadvisors.com · 3 mentions fa.wellsfargoadvisors.comIndependent editorial Verified
How they invest goals-based · 2 sources wellsfargoadvisors.comIndependent editoriallajollapw.comIndependent editorial Verified
How they're paid fee-based money.usnews.comIndependent editorial Verified
Main location albuquerque, nm home.wellsfargoadvisors.comSelf-published Verified
Main location beverly hills, ca yelp.comAggregated Verified
Main location ca · 5 sources · 6 mentions mapquest.comAggregatedmapquest.comAggregatedyellowpages.comAggregatedmapquest.comAggregatedmapquest.comAggregated From page metadata
Main location del mar, ca · 2 sources yelp.comAggregatedyelp.comAggregated Verified
Main location fl · 2 mentions mapquest.comAggregated Verified
Main location fresno, ca mapquest.comAggregated Verified
Main location greensboro, nc home.wellsfargoadvisors.comSelf-published Verified
Main location johnson city, ny home.wellsfargoadvisors.comSelf-published Verified
Main location madison, wi home.wellsfargoadvisors.comSelf-published Verified
Main location mn yelp.comAggregated Verified
Main location mo money.usnews.comIndependent editorial From page metadata
Main location monroe, la home.wellsfargoadvisors.comSelf-published Verified
Main location new york, ny home.wellsfargoadvisors.comSelf-published Verified
Main location nj · 2 mentions mapquest.comAggregated Verified
Main location pasadena, ca yelp.comAggregated Verified
Main location pepper pike, oh home.wellsfargoadvisors.comSelf-published Verified
Main location richmond, va home.wellsfargoadvisors.comSelf-published Verified
Main location rockford, il home.wellsfargoadvisors.comSelf-published Verified
Main location san diego, ca · 16 sources home.wellsfargoadvisors.comSelf-publishedmapquest.comAggregatedyellowpages.comAggregatedyelp.comAggregatedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedfa.wellsfargoadvisors.comIndependent editorialhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-publishedmapquest.comAggregatedyelp.comAggregatedyelp.comAggregated Verified
Main location san francisco, ca yelp.comAggregated Verified
Main location saratoga springs, ny home.wellsfargoadvisors.comSelf-published Verified
Main location st. louis, mo · 2 sources wellsfargoadvisors.comIndependent editorialmoney.usnews.comIndependent editorial Verified
Main location sterling, co wellsfargo.comIndependent editorial Verified
Main location us · 8 sources · 9 mentions mapquest.comAggregatedmapquest.comAggregatedmapquest.comAggregatedyellowpages.comAggregatedmapquest.comAggregatedmapquest.comAggregatedmapquest.comAggregatedmapquest.comAggregated Verified
Main location ut mapquest.comAggregated From page metadata
Main location walnut creek, ca yelp.comAggregated Verified
Professional certifications AWMA, CRPC lajollapw.comIndependent editorial Verified
Professional certifications CIMA®, CRPC® home.wellsfargoadvisors.comSelf-published Verified
Professional certifications Susan P. Fargo, License #a4b4653d-55b5-431d-80d0-9c0a343ba205, United States cfp.netIndependent editorial Not dated Registry-verified
Registration registered broker-dealer · 2 sources home.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-published Verified
Registration registered broker-dealers sites.wf.comIndependent editorial Verified
Registration Registered in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY money.usnews.comIndependent editorial Verified
Registration Securities Registered in AK, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, MI, MO, NC, NJ, NY, PA, SC, TN, TX, VA, WA, WI home.wellsfargoadvisors.comSelf-published Verified
Registration Securities Registered in the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IN, MA, MD, MN, MO, NC, NE, NJ, NY, OR, PA, SC, TN, TX, VA, VI home.wellsfargoadvisors.comSelf-published Verified
Registration Securities Registered in the following states: AK, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NY, OK, PA, SC, TN, TX, VA, WA, WI, WY home.wellsfargoadvisors.comSelf-published Verified
Registration Securities Registered in the following states: AL, AZ, CA, CO, CT, FL, HI, ID, IL, MA, MD, ME, MI, MN, MS, NC, NJ, NV, NY, PA, PR, RI, SC, TX, VA, VI home.wellsfargoadvisors.comSelf-published Verified
Registration Securities Registered in the following states: AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OR, RI, SC, TX, VA, WA, WI home.wellsfargoadvisors.comSelf-published Verified
Registration Securities Registered in the following states: AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, VT, WA, WI home.wellsfargoadvisors.comSelf-published Verified
Registration Securities Registered in the following states: AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI home.wellsfargoadvisors.comSelf-published Verified
Registration Securities Registered in the following states: AZ, CA, CO, FL, GA, IL, MA, NC, NJ, NV, OR, TX, WI home.wellsfargoadvisors.comSelf-published Verified
Registration Securities Registered in the following states: AZ, CA, CO, FL, HI, KY, NH, NV, OR, PA, TN, TX, WA, WI home.wellsfargoadvisors.comSelf-published Verified
Registration Securities Registered in the following states: AZ, CA, DC, FL, GA, MA, MD, MI, MS, NC, NJ, NM, OH, PA, SC, TN, TX, UT, VA home.wellsfargoadvisors.comSelf-published Verified
Services 401K rollovers yelp.comAggregated Verified
Services Advisory Services, Business Services, Retirement Planning home.wellsfargoadvisors.comSelf-published Verified
Services advisory, retirement, brokerage, asset mgt & other financial services yellowpages.comAggregated Verified
Services banking solutions, from personal and business checking accounts, to credit cards and savings tools mapquest.comAggregated Verified
Services brokerage, investing, and financial advisory en.wikipedia.orgIndependent editorial Verified
Services Business Services, Education Funding & 529 Plans, Estate Planning Strategies, Insurance, IRAs & IRA Strategies, Retirement Planning home.wellsfargoadvisors.comSelf-published Verified
Services Education Funding & 529 Plans, Estate Planning Strategies, Insurance, IRAs & IRA Strategies, Retirement Planning home.wellsfargoadvisors.comSelf-published Verified
Services estate planning · 2 sources wellsfargoadvisors.comIndependent editorialyelp.comAggregated Verified
Services Estate Planning Strategies, IRAs & IRA Strategies, Retirement Planning home.wellsfargoadvisors.comSelf-published Verified
Services Financial advice, portfolio management lajollapw.comIndependent editorial Verified
Services financial advisory services, investments, brokerage services and online trading for retirement goals wellsfargoadvisors.comIndependent editorial Verified
Services financial and investment services · 2 sources home.wellsfargoadvisors.comSelf-publishedhome.wellsfargoadvisors.comSelf-published Verified
Services individual investment plans and investment portfolios · 2 sources mapquest.comAggregatedmapquest.comAggregated Verified
Services investing, lending, and banking solutions thewealthadvisor.comIndependent editorial Verified
Services investment advisory sites.wf.comIndependent editorial Verified
Services Investment Management, Retirement Planning, Estate Strategies, and access to banking and lending services fa.wellsfargoadvisors.comIndependent editorial Verified
Services investment services wellsfargo.comIndependent editorial Verified
Services investment strategies, retirement planning, and estate planning mapquest.comAggregated Verified
Services retirement planning yelp.comAggregated Verified
Services Retirement planning, private banking, lending services, estate planning strategies, business succession, insurance lajollapw.comIndependent editorial Verified
Who they work with individuals and businesses mapquest.comAggregated Verified
Who they work with multigenerational households thewealthadvisor.comIndependent editorial Verified
Years in practice 40 years lajollapw.comIndependent editorial Verified
Years in practice over 60 years of collective experience fa.wellsfargoadvisors.comIndependent editorial Verified

How we checked — what each label means·Verified matched its source·From page metadata read from the site's code·Registry-verified checked against an official registry

07
Registrations & qualifications

Credentials

Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.

Verified

1 · checked against a registry
CFP® certification Susan P. Fargo, License #a4b4653d-55b5-431d-80d0-9c0a343ba205, United States
Verified
On record at cfp.net

Self-asserted

12 · from the firm's own materials · unverified
Investment adviser registration Securities Registered in AK, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, MI, MO, NC, NJ, NY, PA, SC, TN, TX, VA, WA, WI
Self-asserted · unverified
Source: home.wellsfargoadvisors.com
Investment adviser registration Securities Registered in the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IN, MA, MD, MN, MO, NC, NE, NJ, NY, OR, PA, SC, TN, TX, VA, VI
Self-asserted · unverified
Source: home.wellsfargoadvisors.com
Investment adviser registration Securities Registered in the following states: AK, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NY, OK, PA, SC, TN, TX, VA, WA, WI, WY
Self-asserted · unverified
Source: home.wellsfargoadvisors.com
Investment adviser registration Securities Registered in the following states: AL, AZ, CA, CO, CT, FL, HI, ID, IL, MA, MD, ME, MI, MN, MS, NC, NJ, NV, NY, PA, PR, RI, SC, TX, VA, VI
Self-asserted · unverified
Source: home.wellsfargoadvisors.com
Investment adviser registration Securities Registered in the following states: AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OR, RI, SC, TX, VA, WA, WI
Self-asserted · unverified
Source: home.wellsfargoadvisors.com
Investment adviser registration Securities Registered in the following states: AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, VT, WA, WI
Self-asserted · unverified
Source: home.wellsfargoadvisors.com
Investment adviser registration Securities Registered in the following states: AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI
Self-asserted · unverified
Source: home.wellsfargoadvisors.com
Investment adviser registration Securities Registered in the following states: AZ, CA, CO, FL, GA, IL, MA, NC, NJ, NV, OR, TX, WI
Self-asserted · unverified
Source: home.wellsfargoadvisors.com
Investment adviser registration Securities Registered in the following states: AZ, CA, CO, FL, HI, KY, NH, NV, OR, PA, TN, TX, WA, WI
Self-asserted · unverified
Source: home.wellsfargoadvisors.com
Investment adviser registration Securities Registered in the following states: AZ, CA, DC, FL, GA, MA, MD, MI, MS, NC, NJ, NM, OH, PA, SC, TN, TX, UT, VA
Self-asserted · unverified
Source: home.wellsfargoadvisors.com

For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.

08
We publish the gaps too

What we do not know

Attributes we couldn't establish from the available sources.

  • — Fiduciary statusNothing public to confirm this Nothing public to confirm this
  • — How they're paidNothing public to confirm this Nothing public to confirm this
  • — Is RIANothing public to confirm this Nothing public to confirm this
  • — Service delivery modelNothing public to confirm this Nothing public to confirm this
09

How this page was built

Every fact was extracted from a public source, then re-checked against that source before publishing.

Sources
6
Data refreshed
Compiled
Mentions → facts
156 → 88
Aggregated Self-published Independent editorial

Sources consulted

Profile · wells-fargo-advisors-ef9079ee4d1e4cea869f576cd250b232 Category · Financial Advisors Published by Authoria