Wells Fargo Advisors

Identity

Name
Wells Fargo Advisors
Formatted address
600 W Broadway # 1450, San Diego, CA 92101, USA
Phone
(619) 702-5656
Website
https://home.wellsfargoadvisors.com/001_8R?excid=FA1500050253
Primary category
Banking and Finance
Map reference
https://maps.google.com/?cid=17874926480413047692&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA

Attribute Matrix

AttributeValueSourcesLatest source dateFreshnessCitations
compensation_model not-established 1 fresh
  • money.usnews.com https://money.usnews.com/financial-advisors/firm/wells-fargo-advisors-11025 independent

Self-Claims

Firm Stated Facts

  • categorized_as: Financial Advisor
  • categorized_as: Financial Advisor
  • categorized_as: financial advisor
  • categorized_as: financial advisor
  • categorized_as: Financial Advisor
  • categorized_as: Financial Advisors
  • categorized_as: Financial Advisors
  • categorized_as: Financial Advisors
  • categorized_as: Financial Advisors
  • categorized_as: Financial Advisors
  • categorized_as: Financial Advisors
  • categorized_as: Financial Advisors
  • categorized_as: Financial Advisors
  • categorized_as: Financial Advisors
  • categorized_as: Financial Advisors
  • categorized_as: Financial Advisors
  • categorized_as: Financial Advisors
  • categorized_as: Financial Advisors
  • categorized_as: Financial Advisors
  • professional_certifications: CIMA®, CRPC®
  • regulatory_registration: registered broker-dealer
  • regulatory_registration: registered broker-dealer
  • regulatory_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
  • regulatory_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
  • regulatory_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
  • regulatory_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
  • regulatory_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
  • regulatory_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
  • regulatory_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
  • regulatory_registration: Securities Registered in the following states: AZ, CA, CO, FL, GA, IL, MA, NC, NJ, NV, OR, TX, WI
  • regulatory_registration: Securities Registered in the following states: AZ, CA, CO, FL, HI, KY, NH, NV, OR, PA, TN, TX, WA, WI
  • regulatory_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
  • services_offered: Advisory Services, Business Services, Retirement Planning
  • services_offered: Business Services, Education Funding & 529 Plans, Estate Planning Strategies, Insurance, IRAs & IRA Strategies, Retirement Planning
  • services_offered: Education Funding & 529 Plans, Estate Planning Strategies, Insurance, IRAs & IRA Strategies, Retirement Planning
  • services_offered: Estate Planning Strategies, IRAs & IRA Strategies, Retirement Planning
  • services_offered: financial and investment services
  • services_offered: financial and investment services

Performance Claims

No performance claims are currently recorded.

Themed Claims

Claim Ledger

Predicate or attributeValueSource URLSource dateVerdictCitation
professional_certifications Susan P. Fargo, License #a4b4653d-55b5-431d-80d0-9c0a343ba205, United States https://www.cfp.net/verify-a-cfp-professional/certification-and-background/a4b4653d-55b5-431d-80d0-9c0a343ba205 registry_verified
  • cfp.net https://www.cfp.net/verify-a-cfp-professional/certification-and-background/a4b4653d-55b5-431d-80d0-9c0a343ba205 independent
located_in 99b17272-4148-4eda-8b3d-882f5fd8f3ab https://money.usnews.com/financial-advisors/firm/wells-fargo-advisors-11025 kept
  • money.usnews.com https://money.usnews.com/financial-advisors/firm/wells-fargo-advisors-11025 independent
regulatory_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 https://money.usnews.com/financial-advisors/firm/wells-fargo-advisors-11025 kept
  • money.usnews.com https://money.usnews.com/financial-advisors/firm/wells-fargo-advisors-11025 independent
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compensation_model fee-based https://money.usnews.com/financial-advisors/firm/wells-fargo-advisors-11025 kept
  • money.usnews.com https://money.usnews.com/financial-advisors/firm/wells-fargo-advisors-11025 independent
categorized_as Financial Advisor https://www.wellsfargoadvisors.com/contact.htm kept
located_in 99b17272-4148-4eda-8b3d-882f5fd8f3ab https://www.wellsfargoadvisors.com/contact.htm kept
categorized_as Financial Advising https://www.yelp.com/biz/wells-fargo-advisors-beverly-hills kept
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located_in 5c615e22-5ae8-4bf4-bb72-7d3fae0138da https://www.yelp.com/biz/wells-fargo-advisors-beverly-hills kept
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located_in 703a7269-a2d2-444c-b52e-f40bf73f2679 https://home.wellsfargoadvisors.com/001_MG95 kept
regulatory_registration registered broker-dealer https://home.wellsfargoadvisors.com/001_MG95 kept
categorized_as financial advisor https://home.wellsfargoadvisors.com/001_MG95 kept
located_in 19e65e0a-56d6-40aa-84cc-195a0dd22560 https://www.mapquest.com/us/california/wells-fargo-advisors-285009897 kept
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services_offered banking solutions, from personal and business checking accounts, to credit cards and savings tools https://www.mapquest.com/us/california/wells-fargo-advisors-285009897 kept
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categorized_as financial services firm https://www.mapquest.com/us/california/wells-fargo-advisors-448569406 kept
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services_offered individual investment plans and investment portfolios https://www.mapquest.com/us/california/wells-fargo-advisors-448569406 kept
  • mapquest.com https://www.mapquest.com/us/california/wells-fargo-advisors-448569406 independent
categorized_as LocalBusiness https://www.mapquest.com/us/california/wells-fargo-advisors-448569406 json_ld_parsed
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located_in 65fd5069-188e-4ac1-9ded-bb2eeb218edf https://www.mapquest.com/us/new-jersey/wells-fargo-advisors-360149861 kept
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located_in b1ff1482-dc85-4546-9c5e-46f7dde7cdb0 https://www.wellsfargo.com/locator/wellsfargoadvisors/search?zip5=80751 kept
  • wellsfargo.com https://www.wellsfargo.com/locator/wellsfargoadvisors/search?zip5=80751 independent
services_offered financial advisory services, investments, brokerage services and online trading for retirement goals https://www.wellsfargoadvisors.com/ kept
services_offered estate planning https://www.wellsfargoadvisors.com/ kept
investment_methodology goals-based https://www.wellsfargoadvisors.com/ kept
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services_offered advisory, retirement, brokerage, asset mgt & other financial services https://www.yellowpages.com/san-diego-ca/mip/wells-fargo-advisors-478590470 kept
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categorized_as Financial Planners https://www.yellowpages.com/san-diego-ca/mip/wells-fargo-advisors-478590470 kept
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categorized_as http://schema.org/LocalBusiness https://www.yellowpages.com/san-diego-ca/mip/wells-fargo-advisors-478590470 json_ld_parsed
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categorized_as Financial Advisors https://home.wellsfargoadvisors.com/001_4B kept
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categorized_as Financial Advisors https://home.wellsfargoadvisors.com/001_7B kept
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categorized_as Financial Advisors https://home.wellsfargoadvisors.com/001_a24a kept
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categorized_as Financial Advisors https://home.wellsfargoadvisors.com/001_FO kept
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categorized_as Financial Advisors https://home.wellsfargoadvisors.com/discovery kept
services_offered Advisory Services, Business Services, Retirement Planning https://home.wellsfargoadvisors.com/discovery kept
regulatory_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 https://home.wellsfargoadvisors.com/discovery kept
located_in 50533353-f6c7-4a93-bc9b-3790990f96e6 https://home.wellsfargoadvisors.com/discovery kept
regulatory_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 https://home.wellsfargoadvisors.com/kerrigan kept
categorized_as Financial Advisors https://home.wellsfargoadvisors.com/kerrigan kept
located_in 7f521463-f4dd-442f-a16e-5394756189ed https://home.wellsfargoadvisors.com/kerrigan kept
categorized_as Financial Advisors https://home.wellsfargoadvisors.com/lakesidewealthmanagement kept
located_in a0c03853-2fc4-43ea-b689-31bcaf8128b3 https://home.wellsfargoadvisors.com/lakesidewealthmanagement kept
regulatory_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 https://home.wellsfargoadvisors.com/lakesidewealthmanagement kept
located_in f60cf961-a624-4368-a925-0138259fb913 https://home.wellsfargoadvisors.com/meanwell kept
categorized_as Financial Advisors https://home.wellsfargoadvisors.com/meanwell kept
regulatory_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 https://home.wellsfargoadvisors.com/meanwell kept
categorized_as Financial Advisors https://home.wellsfargoadvisors.com/parkville kept
regulatory_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 https://home.wellsfargoadvisors.com/parkville kept
located_in e0fdacce-a8f7-4d6c-8589-a58e90cec98e https://home.wellsfargoadvisors.com/parkville kept
regulatory_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 https://home.wellsfargoadvisors.com/quesnel kept
categorized_as Financial Advisors https://home.wellsfargoadvisors.com/quesnel kept
located_in abcf677e-cf87-45e4-945b-5cf6b8dc2e61 https://home.wellsfargoadvisors.com/quesnel kept
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  • yelp.com https://www.yelp.com/biz/wells-fargo-advisors-pasadena aggregated
services_offered 401K rollovers https://www.yelp.com/biz/wells-fargo-advisors-pasadena kept
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categorized_as Financial Services https://www.yelp.com/biz/wells-fargo-advisors-pasadena kept
  • yelp.com https://www.yelp.com/biz/wells-fargo-advisors-pasadena aggregated
categorized_as Financial Advising https://www.yelp.com/biz/wells-fargo-advisors-san-diego-4 kept
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categorized_as Investing https://www.yelp.com/biz/wells-fargo-advisors-san-francisco-2 kept
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services_offered estate planning https://www.yelp.com/biz/wells-fargo-advisors-san-francisco-2 kept
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located_in b8e00d43-5923-4701-b14a-defe09495553 https://www.yelp.com/biz/wells-fargo-advisors-san-francisco-2 kept
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services_offered retirement planning https://www.yelp.com/biz/wells-fargo-advisors-san-francisco-2 kept
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categorized_as Financial Services https://www.yelp.com/biz/wells-fargo-advisors-walnut-creek kept
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located_in b5ca5aff-ce43-4953-ad55-db83214b4359 https://www.yelp.com/biz/wells-fargo-advisors-walnut-creek kept
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located_in faf7e94a-c393-40fe-b3cc-5140c57b241a https://www.yelp.com/search?find_desc=Wells+Fargo+Advisors&find_loc=Del+Mar,+CA+92014 kept
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located_in faf7e94a-c393-40fe-b3cc-5140c57b241a https://www.yelp.com/search?find_desc=Wells+Fargo+Advisors&find_loc=Del+Mar%2C+CA kept
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categorized_as Financial Services https://www.yelp.com/search?find_desc=Wells+Fargo+Advisors&find_loc=Del+Mar%2C+CA kept
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categorized_as Financial Advising https://www.yelp.com/search?find_desc=Wells+Fargo+Advisors&find_loc=Del+Mar%2C+CA kept
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categorized_as Financial Advisors https://home.wellsfargoadvisors.com/001_PCB9 kept
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regulatory_registration registered broker-dealer https://home.wellsfargoadvisors.com/001_PCB9 kept
services_offered Education Funding & 529 Plans, Estate Planning Strategies, Insurance, IRAs & IRA Strategies, Retirement Planning https://home.wellsfargoadvisors.com/craig.danker kept
located_in 703a7269-a2d2-444c-b52e-f40bf73f2679 https://home.wellsfargoadvisors.com/craig.danker kept
regulatory_registration Securities Registered in the following states: AZ, CA, CO, FL, HI, KY, NH, NV, OR, PA, TN, TX, WA, WI https://home.wellsfargoadvisors.com/craig.danker kept
categorized_as Financial Advisor https://home.wellsfargoadvisors.com/craig.danker kept
professional_certifications CIMA®, CRPC® https://home.wellsfargoadvisors.com/craig.danker kept
regulatory_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 https://home.wellsfargoadvisors.com/howard.schwartz kept
services_offered Estate Planning Strategies, IRAs & IRA Strategies, Retirement Planning https://home.wellsfargoadvisors.com/howard.schwartz kept
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categorized_as Financial Advisor https://home.wellsfargoadvisors.com/howard.schwartz kept
services_offered Business Services, Education Funding & 529 Plans, Estate Planning Strategies, Insurance, IRAs & IRA Strategies, Retirement Planning https://home.wellsfargoadvisors.com/liber-lincoln kept
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categorized_as Financial Advisors https://home.wellsfargoadvisors.com/liber-lincoln kept
services_offered financial and investment services https://home.wellsfargoadvisors.com/Peter.Vignevic kept
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regulatory_registration Securities Registered in the following states: AZ, CA, CO, FL, GA, IL, MA, NC, NJ, NV, OR, TX, WI https://home.wellsfargoadvisors.com/Peter.Vignevic kept
categorized_as Financial Advisor https://home.wellsfargoadvisors.com/Peter.Vignevic kept
services_offered brokerage, investing, and financial advisory https://en.wikipedia.org/wiki/Wells_Fargo_Advisors kept
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categorized_as financial advisory company https://en.wikipedia.org/wiki/Wells_Fargo_Advisors kept
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Credentials

What We Do Not Know

Methodology

Source count
6
Data refreshed
Source classes
aggregator (aggregated), business_website (self-published), independent_editorial (independent)
Synthesis run at