Wells Fargo
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Email to a FriendSpecialties & Expertise
Specialties:
Disability-insurance, Term-life-insurance, Estate-planning, Home-insurance, Charitable-giving, Annuities, Long-term-care-insurance, Financial-planning, Lending-services, Private-banking, Auto-insurance, Retirement-planning, Life-insurance, Alternative-investments, Investment-management, College-planning
Employees:
Approximately 5
Best of the Web Resources and Reviews
Wells Fargo Advisors ranked 9th out of the 12 in overall satisfaction based on the 2010 U.S. Full Service Investor Satisfaction study from J.D. Power and Associates. The highest rating factors for Wells Fargo Advisors were for their Financial Advisors, Account Information and Website. The lowest rating factors for Wells Fargo Advisors were for Account Offerings and Commissions and Fees.
Wachovia (now Well Fargo Advisors) ranked 15th out of 17 brokerage firms in overall satisfaction in the most recent Consumer Reports Brokerage Firm Survey. Wachovia received an overall score of 72 out of 100, with readers evaluating Wachovia based on Account Service, Website, Phone Service and Personal Service.
Wells Fargo Advisors has 22 financial advisors who received a FIVE STAR Wealth Manager award in Seattle, which is awarded by a partnership between Seattle Magazine and Crescendo Business Services. The professionals at Wells Fargo Advisors received this client satisfaction award in 2010 based on surveys of consumers, reviews of regulatory history, and an evaluation by an independent panel. You can find more information about the rating process and view professionals by their primary service, such as Investments, Estate Planning, and Financial Planning at the FIVE STAR Professional Award website.
Wells Fargo Investments has 5 financial advisors who received a FIVE STAR Wealth Manager award in Seattle, which is awarded by a partnership between Seattle Magazine and Crescendo Business Services. The professionals at Wells Fargo Investments received this client satisfaction award in 2010 based on surveys of consumers, reviews of regulatory history, and an evaluation by an independent panel. You can find more information about the rating process and view professionals by their primary service, such as Investments, Estate Planning, and Financial Planning at the FIVE STAR Professional Award website.
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Financial Industry Regulatory Authority and Investment Advisor Public Disclosure
Wells Fargo’s firm profile, history, licenses and registrations, and customer disputes or disciplinary history can be found at BrokerCheck, which is a service of the Financial Industry Regulatory Authority (FINRA), or, if the firm is an Investment Advisor, you can find similar information from the Investment Advisor Public Disclosure, which is provided by the SEC.
Financial Industry Regulatory Authority and Investment Advisor Public Disclosure
Wells Fargo’s firm profile, history, licenses and registrations, and customer disputes or disciplinary history can be found at BrokerCheck, which is a service of the Financial Industry Regulatory Authority (FINRA), or, if the firm is an Investment Advisor, you can find similar information from the Investment Advisor Public Disclosure, which is provided by the SEC.
