Dedicated Financial Advisor

Navegó a una página que no está disponible en español en este momento. Seleccione el enlace si desea ver otro contenido en español.

Página principal

Dedicated Financial Advisor

    

Advice that’s on
your side

As conditions change, a Wells Fargo Advisor
can help keep you on a steady course
Or call us at 1-866-243-0931

The right advisor can help make your goals a reality.

Enjoy the confidence that comes when you have an individualized plan charted to where you want to go. Your financial advisor will listen to your needs, then offer personalized guidance to help get you there.

Work with an advisor you trust

Our advisors start by listening so they understand who you are and where you want to go

See your full financial picture clearly

Your advisor is connected to an array of specialists to help guide you with your varied financial needs

Plan for your future

From saving for retirement to estate planning strategies, you’ll get tailored investment guidance that reflects your evolving goals

Keep on track

Your advisor will create a customized investment plan for you, then monitor it and suggest changes as needed along the way

140 years of service

Third-largest full-service provider of retail brokerage services in the U.S., with $1.6 trillion assets managed and more than 13,000 registered representatives.

Through bull and bear markets, we've stood the test of time with one philosophy: our clients always come first.

Find an advisor near you today.

Enter ZIP Code

Get more information about Wells Fargo Advisors and its financial professionals 

FINRA’s BrokerCheck

Form CRS: Relationship Summary

How it works

With a dedicated advisor, you’ll get an investment plan designed specifically for your situation, with customized investment recommendations. You’ll also receive:

  • 24/7 online account access and service
  • Research tools and market news
  • Our highest level of service and support

What you’ll pay

Your personal fee structure will be based on the two types of services we provide: Investment advisory (percentage of assets held in your account) and brokerage (sales charge on each transaction). Understand account and service fees:

Investing insights

Stay on top of current market news, insights, and commentary.

Investing news and commentary

Investor guidance

See what other investors are asking

Still have questions?

Call Us

New accounts

1-866-243-0931
Mon – Fri: 8 am – 8 pm
Eastern Time 

Existing accounts 

Please contact your Financial Advisor.
Or call us at 1-866-281-7436
Mon – Fri: 8 am – 12 am
Sat: 8 am - 7 pm 
Eastern Time