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Wells Fargo Investments, LLC

Wells Fargo Investments, LLC
Wells Fargo Investments, LLC is a broker-dealer with 556 financial professionals registered nationwide. The firm's primary clients are Individuals, High Net Worth Individuals and Pension and Profit Sharing Plans.

Advisors (556)

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Name Start Date
Aaron Joseph Massey Jul 2002
Aaron Mead Johnson Jul 2004
Aaron Michael Lindeman Mar 2006
Aaron Scott Ralston Jun 2006
Abel Joseph Montanez Dec 2007
View All
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$13.9B
Total Assets
50K
Accounts
$276.9K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart
  •   Wells Fargo Investment Group, Inc. (75% or more)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Victor Lawrence Bensussen Director/Treasurer & Cfo 07/01/2001
Jay Scott Welker Chairman & Director 02/01/2004
Kenneth Steven Cameranesi Director 02/01/2004
Rachel Kenyon Perkel Director 12/01/2006
Lisa Anne Amador Chief Compliance Officer, Director, Secretary 04/01/2007

Affiliated Investment Advisors and Broker Dealers

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Name Type Total Assets
Fairfax Securities Corporation
John Frederick Bieber
M.L. Stern & Co., LLC. IAR $0
Overland Advisors, LLC IAR $2,189,116,586
Robert Wurts Decoursey
Wealth Enhancement Advisory Services, LLC IAR $1,858,811,689

Principal Office & Place of Business

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Principal Office

Address:
420 Montgomery Street
San Francisco , CA 94104
Phone Number: (415) 947-1827
Other Offices Address City State Zip
333 South Grand Avenue Los Angeles CA 90071
10800 NE Eighth Street Bellevue WA 98004
5000 Birch Street Newport Beach CA 92660
Tacoma Financial Center Tacoma WA 98402
999 Third Avenue Seattle WA 98104
800 Willamette Eugene OR 97401
888 SW Fifth Avenue Portland OR 97204

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions