Wells Fargo Advisors

E538339
brokerage firm investment advisory firm

Wells Fargo Advisors is the brokerage and investment advisory arm of Wells Fargo, providing financial planning, wealth management, and investment services to individual and institutional clients.

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Statements (46)

Predicate Object
instanceOf brokerage firm ⓘ
investment advisory firm ⓘ
brandOf Wells Fargo & Company NERFINISHED ⓘ
clientType high-net-worth individuals ⓘ
individual investors ⓘ
institutional clients ⓘ
country United States of America ⓘ
surface form: United States
employerType financial advisors ⓘ
focusesOn goals-based financial planning ⓘ
long-term investment strategies ⓘ
hasParentOrganization Wells Fargo & Company NERFINISHED ⓘ
hasWebsite https://www.wellsfargoadvisors.com ⓘ
headquartersLocation St. Louis, Missouri NERFINISHED ⓘ
industry brokerage services ⓘ
financial services ⓘ
investment advisory services ⓘ
wealth management ⓘ
language English ⓘ
legalForm limited liability company ⓘ
offersService brokerage services ⓘ
education savings planning ⓘ
estate planning guidance ⓘ
financial planning ⓘ
investment advisory services ⓘ
portfolio management ⓘ
retirement planning ⓘ
wealth management ⓘ
parentCompany Wells Fargo & Company NERFINISHED ⓘ
Wells Fargo Bank, N.A. NERFINISHED ⓘ
partOf Wells Fargo Wealth & Investment Management NERFINISHED ⓘ
predecessor A.G. Edwards & Sons NERFINISHED ⓘ
Wachovia Securities NERFINISHED ⓘ
product 529 college savings plans ⓘ
annuities ⓘ
bonds ⓘ
exchange-traded funds ⓘ
managed accounts ⓘ
mutual funds ⓘ
options ⓘ
stocks ⓘ
regulator Financial Industry Regulatory Authority NERFINISHED ⓘ
Securities Investor Protection Corporation NERFINISHED ⓘ
U.S. Securities and Exchange Commission NERFINISHED ⓘ
segmentOf Wells Fargo Wealth & Investment Management division NERFINISHED ⓘ
serviceArea United States of America ⓘ
surface form: United States
tickerSymbolOfParent NYSE:WFC NERFINISHED ⓘ

Referenced by (1)

Full triples — surface form annotated when it differs from this entity's canonical label.

Wells Fargo → hasSubsidiary → Wells Fargo Advisors ⓘ