Less than 10% of the firm’s financial advisors have met the criteria to participate in the Private Investment Management (PIM) Program.
Unique to Wells Fargo Advisors, a PIM Portfolio Manager must meet eligibility requirements, including a minimum of two years’ experience as a portfolio manager, five years of industry experience, and successful completion of stringent securities exams. Richard Romano and Brian Collard are PIM Portfolio Managers for the ARC Wealth Management team.
Working with a PIM Portfolio Manager puts your investment allocation in the hands of trained professionals. And of course, your needs and goals always remain at the center of your investment plan.*The PIM program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.