Wells Fargo Advisors is a premier financial services firm, serving investors nationwide with over 12,000 Financial Advisors *. Driven by a strong and abiding commitment to service, the firm helps its clients succeed financially with investment planning and advice for helping them achieve their life needs and financial goals.
As part of Wells Fargo & Company, Wells Fargo Advisors draws on extensive experience and products across the company to help satisfy its clients’ financial needs.
*As of 01/2023. Source – Investment News
Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
