And it's not a federal law they receive my ID since I had to show it to have the documents notarized. Absolute scam. Wells Fargo has more than 13,000 ATMs in over 40 states, a much larger network than U.S. Bank. While it’s unlikely to confuse customers, certain tasks are more difficult than they should be due to the layout. Wells Fargo Advisors reviews and services suggest that Wells Fargo Advisors is best suited to customers who are new or occasional investors. Wells Fargo Advisors reviews show that customers are unclear on the value of this service, however, as Wells Fargo Advisors … Wells Fargo should be ashamed. The next tier of service is the Wells Fargo Advisors Solutions account, which allows for personalized advice and the ability to contact an advisory team over the phone, in addition to the aforementioned online services. $150 FOR 2017, $125 FOR 2016. by Richard, Mind you, they never notify you that it’s been rejected. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. Financial Advisors. It is noted in one Wells Fargo Advisors review that the simplicity of the trading system is, This tier of service that Wells Fargo Advisors offers includes personal brokerage services. by Dale Ellington, Every attorney I've spoken with says this is wrong, possibly illegal and unlawful on WFA's part. Now as a cosigner I am getting threatening calls. A note about Social Media : Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. It makes me want to quit my job working for Wells Fargo. This fim holds my company retirement. AdvisoryHQ (All Rights Reserved), Potential cons, such as Wells Fargo Advisors fees, Pros, such as the range of options for a Wells Fargo Advisors online account, The most common Wells Fargo Advisors complaints, The most useful benefits of Wells Fargo Advisors Solutions, The Wells Fargo Advisors fee schedule is more complex than the previous tier, as it consists of an annual fee that varies depending on the customer’s assets. When weighing the pros and cons, Kelley notes one big advantage deferred compensation may have: It helps reinforce a healthy savings mindset. Many miscellaneous fees. They offer 4 different checking accounts for businesses of various shapes and sizes. Wells Fargo did nothing. The company, then known as Wachovia Securities, was the second-largest brokerage firm in the United States when it came under the Wells Fargo umbrella in 2009. Wells Fargo does not endorse and is not responsible for their content, links, privacy, or security policies. IT failures. It is a Registered Investment Adviser or RIA. RIAs have a fiduciary duty to work in your best interest. I called WF today and Abe put me on hold and didn’t come back. Wells Fargo , of course, requested a death certificate, The one father received from Canada along with a notarized letter was presented to the bank. Every bit of negative notoriety WF has recently received in the national press is deserved IMO, and probably much more/worse. search for a Financial Advisor on this website. RUN and NEVER LOOK BACK. I call again. This kind of treatment is why Wells Fargo is often receiving negative reporting in the news. In addition, according to the Wells Fargo Advisors review on, In addition to industry-standard personalized service from a Wells Fargo advisor, customers at this level also benefit from, It is impossible to ignore the number of Wells Fargo Advisors complaints, however, particularly concerning the, On paper, the services offered by Wells Fargo Advisors Solutions and Wells Fargo Advisor accounts compensate for a high barrier to entry. She was told "Your parents will have to pay.' Advisors do not care. Do NOT become another victim of the runaround. 4/25/2017, Cons: Arguementative, undependable, untrustworthy. 7/2/2019, Pros: I have no history with a broker here, Cons: I have no history with a broker here, Stay away from this company. by Stephanie, Wells Fargo Intuitive Investor was founded in 1852 and is based in San Francisco, CA. They live up to the Wall Street mindset of greed is good. 11/18/2016. Website lists a name but click on the listed name to email and their system automatically starts email to former advisor no longer there. Very challenging to transfer funds out of Wells Fargo Advisors to another company. Zero customer service and broken English reps. A financial advisor could help your children develop a strategy to make the most of their inheritance and consider the pros and cons of different options, Prebish says. PROS. Also, unlike at least 1 other firm, we did not get a weekly account summary online showing our performance versus goals, or a newsletter. As with the Wells Fargo Advisors Solutions account, however, it is unclear how useful this is. 4/26/2018. Then one rep. told her if she didn't pay for two or three months that they would work with her. Hire a Pro: Compare Financial Advisors In Your Area. Rubbish.Terrible customer service.This is worst service i ever seen. Great benefits. In addition, this avoids some of the most significant complaints outlined in the Wells Fargo Advisor review on, This is the top-tiered account intended only for serious investors. It just confirmed my suspicions that their ethics and greed problems that they have had in the last 5 or 6 years has not changed or gone away. It was a TOD account to be distributed to me and my sister's children. Cons. by John M., But what is the average customer’s experience using a Wells Fargo advisor? The website and apps are simple but uncluttered and easy to use, particularly for inexperienced customers. Wells Fargo Advisors would not accept this, and requested an Apostille, which I had to inform them after contacting the Canadian Embassy is something that Canada does not offer and therefore we could not provide. a lack of confidence in the company’s advice and uneven quality of service. by Sharon Stapp, make it very difficult to transfer funds out of the account. Photo Credit: Wells Fargo Advisors Review. No one could explain or even attempt to explain why the bank could not handle the check nor why a timeline for them getting the overage amount back to us could not be given. I called back in and was told he had connection issues. Called on a mon. Don’t Miss: Raymond James Reviews: What You Should Know (Fees, Customer Reviews, Brokerage, Advisors). Invest with Fidelity instead. Discussions with Retirement Professionals may lead to a referral to affiliates including Wells Fargo Bank, N.A. by Debra Hatcher, The Wells Fargo Advisors online account system is reportedly slow to respond, laborious to use, and unsuited to active investors. We are a small nonprofit serving people in need, and we have been unable to access these funds when needed. 5/2/2018, said termination fee was transfer fee. It is noted in one Wells Fargo Advisors review that the simplicity of the trading system is both a benefit and a drawback. WHAT'S UP W/THESE ANNUAL FEES? DO NOT TRUST WELLS FARGO ASSOCIATES WITH EVEN A PENNY OF YOUR MONEY, YOU WILL NEVER SEE IT AGAIN/ IT'S TIME TO GET THE MEDIA INVOLVED. I got one.....Good at slick advertising, Very poor customer service and marginal returns on investments, excessive fees, Invested my money and never heard again from the broker who talked me into inveseting, Giving bad advise, lack of honesty, terrible customer service, deceptive practices. Said my ID didn't fax legible and I need to enlarge it. RUN and NEVER LOOK BACK. by Terri, He has not has access to his own money since August 6,2019. This certificate has a attached wax seal, ribbon and certified letter.I'am sure you can all see where this is leading, after receiving this certificate and scanning/faxing it in to the Advisors five days later I receive a email telling us to disregard the request for the second certificate , and that they now wantedus to provide a third certificate this one from the Canadian Consumer Foreign Affairs. Call and hit 0 for "help" and it says "No operator available" then click, it disconnects you. I got documentation from the sending bank that it had been sent on time. I received a large package of forms to fill out, notarize, medallionize and return to Wells Fargo. by Soon to be former WF customer, CONCLUSION, the cash management department at WF Advisors demonstrated multiple times, by lack of follow up and lying (or not knowing what was going on in their own department), that customer service is not of concern to them. My new brokerage calls WF with me on the line and it’s a constant run around. WF Advisors' cash management team demonstrated a SERIOUS DISREGARD FOR CUSTOMER SERVICE when I tried to transfer money from outside IRA's to a newly created IRA at WFA. Do not follow up and when there is an issue one will deceive and the other will swear to it. by corneliafaw, Run fast! WF does seem to try to do the right thing for customers. My mother had a Wells Fargo Advisors account. 6/23/2020, Cons: They only care about large accounts. It took a year of calling and my daughter was told as long as you are making your payments then you don't need help. by Neil Flynt, It’s a bit technical, but quite informative. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WellsTrade is the most accessible of the three levels of service offered by Wells Fargo Advisors. Given the high initial investment requirements, this lack of quality customer care is a serious problem for Wells Fargo Advisors, and undermines their big selling points. Better customer service. I have moved my money out of Wells Fargo Advisors account. Cons: poor integrity; self serving; unethical. "Pros and cons" 3.0 ... Approves of CEO. by Anonymous, Called him several times to find out if there was something else he would recommend since I was losing so much money and he never called me back. Clients have an access to a broad range of services such as account services that complement the investment planning process, advisory services, Double the fees compared to market. Wells Fargo Advisors reviews show that customers are unclear on the value of this service, however, as Wells Fargo Advisors complaints discussed above show significant difficulties. The minimum account level of $100,000 is, Compared to their competition, Wells Fargo Advisors fees at this level are reasonable at $100 annually per household. If you miss your first payment, however, Wells Fargo doubles that number and requires 48 on-time payments. WFA then went back to saying they didn't have the check. Wells Fargo provides 24/7 fraud monitoring on your checking accounts. Remove under performers). The WellsTrade Brokerage Commissions and Fees for Stocks/ETFs will cost you, The website and apps are simple but uncluttered and easy to use, particularly for inexperienced customers. Cons: poor back office response, unecessary delays ("up to 3 business days" is not to be counted upon), inconsistent claims and unkept commitments, poorly trained/unknowledgable advisors, and more. We tolerate their problems with technology and turnover of staff with a patient attitude as we understand not everything in life can be perfect and instantaneous. Really??? Serious or highly active investors, however, may be better off looking elsewhere for more consistent customer care or lower initial investment. 10/30/2020. Cons: These individuals are very crooked! Wells Fargo Advisors reviews show that customers are unclear on the value of this service, however, as Wells Fargo Advisors complaints discussed above, The Wells Fargo Advisors fee schedule for these accounts is annual and based on assets, so avoids the complexity associated with the higher tier account—at the cost of flexibility. 6 days later they claim not to have it. For many reasons, I will never trust Wells Fargo. Over the coarse of the years I have had my retirement account with Wells Fargo I have had trouble getting my broker to do what I tell him to do. Run as far and as fast as you can away from this place. 11/4/2018. May be a good place for someone to start a financial career. His boss, Jim Gaither, attempted to calm me down after I made 3 complaints with no response but he never apologized for his employees words. Decent pay. No listening skills to provide what the customer needs. Cons: Incompetent, disorganized, non-responsive. WFA's Cash Management department has no interest in customer service. Call listed Advisor and it says mail box is full. Higher APY. Wells Fargo Advisors fees vary based on relationship, services, and account types. I submitted my forms to transfer a 529 account to another brokerage in July. 9/24/2019, Cons: Incompetent,uncaring, reprehensible , immoral and what should be considered as illegal. Customers’ Wells Fargo Advisors reviews claim that staff are dismissive and don’t seem knowledgeable enough to resolve problems. Customer service is horrible. I reckon they think the government will bounce a check. When I try to reach an account representative no one is available and I am told they will call back! I reached the age of termination for my CA UTMA account and have gotten nothing but lies and bad information from the advisors. Do not put 1 cent of your money into their hands. The Wells Fargo Advisors reviews listed on, Reasonable efforts have been made by AdvisoryHQ to present accurate information, however all info is presented without warranty. You’ll earn more interest with Wells Fargo‘s accounts, especially on the Special CDs and Platinum Savings. IN SEPT. by Michelle, ZERO customer service, ZERO morals. Pros. So, while we wait for the check to be 'cashed', we are still having to pay on a house that does not exist and they reap interest on money that does not belong to them. Overview Overview. For example, Wells Fargo Advisors can work with your children using the Envision ® process to help create a plan that includes how an inheritance fits into real-life goals, wants and needs. I would advise everyone to think long and hard before trusting the Wells Fargo Advisors with your money. Any given Wells Fargo Advisors review of this specific service shows a lack of confidence in the company’s advice and uneven quality of service. In addition to industry-standard personalized service from a Wells Fargo advisor, customers at this level also benefit from Envision Planning. They do not honor their word. There as alway one more form that needs to be signed and submitted for review. I asked for a manager and was put on hold, later to be told they are all busy, but can call me back in 24 hours. We sent in paperwork and they said she didn't make enough to remove the cosigners. Put my retirement nest egg in their Fundsource program. With our carefully orchestrated Wells Fargo Advisors Envision process,we seek to assure our clients that all financial decisions we make on their behalf will be consistent with their goals. Wells Fargo Intuitive Investor has a detailed white paper which outlines their investment strategy. Cons: WORST CUSTOMER SERVICE, LIE, CHEAT & STEAL. 5/15/2017. Finally mailed out nov 26th. $150 FOR 2017, $125 FOR 2016. Don't forget the amount of time you will wait on hold with no willingness to phone you back. I wouldn't recomend Wells Fargo Advisors to my worst enemy. I don't believe that she even realized that we were a customer of Wells Fargo. America’s largest and strongest financial institutions, which has been in business since 1852. I transferred a 401k to a Wells Fargo Advisor account. 3/7/2019, Pros: Customer contact and help online visibility. Easy to avoid fees. Wells Fargo’s WellsTrade—Customer Feedback. Share on Facebook; IT failures. Nov 18th to request a withdrawl. Need to know full name of person, phone number, superior phone number and name, etc. In summary, there are three tiers of service that depend on the customer’s specific needs: To get a clearer idea of the overall quality of service, each tier will be considered in more detail, alongside Wells Fargo Advisors reviews. HORRIBLE! poor back office response, unecessary delays ("up to 3 business days" is not to be counted upon), inconsistent claims and unkept commitments, poorly trained/unknowledgable advisors, and more. This suggests that WellsTrade is potentially useful for those who are new to investing due to exemplary customer service and high-quality research. As for the cons, there is the risk of shady operators Wells Fargo Advisors Options Trading Wells Fargo‘s standard CD rates go as high as 0.50% for a $5,000 minimum deposit, and 0.03% APY on its Platinum Savings account. I contacted Wells Fargo, they said I needed to fill out another form and return it. WF brokers initially told me they would transfer his account (well under 100K). by Jason, We had a VP of Wells Fargo as a client in our business. by Angela Kivett, by P Arinsbe, She has a history of belligerent behavior in our community (published in the newspaper) and Wells Fargo continues to employee her. Call listed Advisor and it says mail box is full. Wells Fargo Advisors is a subsidiary of Wells Fargo & Company, one of America’s largest and strongest financial institutions, which has been in business since 1852. The financial advisor tried to tell me since my name was already on the account it was the same as trust so they did not Feel it necessary to make the change. Never gave an honest appraisal about returns versus fees. The real selling point of Wells Fargo Advisors Solutions over WellsTrade is the option of personalized advice from Wells Fargo advisors. All I wanted was to put the money aside for a year in a safe investment. IN SEPT. Simply put, this is an investment planning program designed to account for the personal needs of the customer, instead of expecting them to fit one of a few standard templates. 7/1/2016, Cons: Very poor customer service and marginal returns on investments, excessive fees. With 13,000 ATMs and over 8,700 branches nationwide, you’re never far away from a Wells Fargo banking location. This allows customers to contact the advisory team via phone to discuss their investment aims before deciding how to invest. They don't return phone calls for days and in one instance the adviser I was doing business with just gave may account to someone else who I had never talked to. It is also available for use on mobile and tablet devices, so customers can manage their investments on the go. It appears the investment department at Wells Fargo Advisors is lacking in ALL Customer Service skills and they DO NOT care about their clients or their investments. Don't know how they stay in business. Trading out of stocks from the positions screen seems to be a common problem. 5/18/2016. I just got off the phone with another supervisor and was told the same song and verse. When we finally saw our fee costs, we switched to another firm. Growth potential, if you have a decent branch manager. Lied about refund. 5/1/2017. No one at WFA had cared to call me or the sending bank to notify us that there was problem with the check. The pros and cons of each account type are considered in-depth below, with guidance to show what customers and situations will benefit most from each. 5/7/2020. The lower Wells Fargo Advisor fees for this account compared to the one at the higher tier allows for less demanding access while still benefitting from personalized advice. She made threats toward organization and personal threats towards me as the owner. by Annette Wyatt, No access to cash when needed. Still have a social security payment tied up for 60 days. No contact from apparent new advisor. They do want to push 50% fixed income but right now it's all going down, stocks are up and so are interest rates! Engaged Employer. Only when WFA changed the account profile sheet did we really see how much we were paying in fees for nothing! Disclaimer: TopRatedFirms.com reviews of companies is our personal opinion. Disclaimer: Your review, broker rating, pros and complaints information must be honest. I am now moving my small 26k investment that they do not care about. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. The Wells Fargo Advisors reviews listed on consumeraffairs.com indicate that the quality of service from personal advisors does little to justify the cost of the top-tier accounts. Wells Fargo Pros & Cons. Has been a tremendous help and is an asset to Wells Fargo. I signed all their prerequisite paperwork and provided all the required paperwork on my side. On paper, the services offered by Wells Fargo Advisors Solutions and Wells Fargo Advisor accounts compensate for a high barrier to entry. IT failures. We will pay but are having a hard time with $880 a month. Poor service and poor investment advice. My mother passed on in 2007. Wells Fargo Advisors is a subsidiary of Wells Fargo & Company, one of Wells Fargo Advisors reviews, however, show that their advice often provides customers with, Wells Fargo Advisors Solutions, paid annually, depending on assets, Wells Fargo Advisors, paid with variable fees, depending on accounts, The low cost of the service compared to Wells Fargo’s other options is the biggest advantage. Compared to their competition, Wells Fargo Advisors fees at this level are reasonable at $100 annually per household. I work for a nonprofit and we had a generous donor give a gift of stock. We hope you take advantage of this resource and visit us often. by CMYteam, This advantage of the Solutions account, judging by the complaints outlined in Wells Fargo Advisors reviews, should mitigate some of the problems associated with the top-tier Wells Fargo Advisors account. Company Overview FAQ. Website lists a name but click on the listed name to email and their system automatically starts email to former advisor no longer there. l. Termination Fee In late May 2019, I closed my account at Wells Fargo Advisors and transferred all of my mutual funds to another large mutual fund company. When administering the estate, I confronted the financial advisor as to why the funds were were not placed in a trust 2 years ago when they were given a written instructions to do so. A checking account is a convenient way to manage your money. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Consumer reviews could be edited by the website staff to keep TopRatedFirms.com free of inappropriate or offensive language, Am I a moron? Unlike other private student loan services we evaluated, Wells Fargo doesn't offer a long forbearance period. The representatives have been indifferent, somewhat incompetent , and lacking in any form of customer service. Incompetent,uncaring, reprehensible , immoral and what should be considered as illegal, Customer contact and help online visibility. The history of Wells Fargo Advisors can be traced as far back as 1879, but it has grown considerably since then. Upon informing them that mom had passed away they immediately closed/froze his account. We run millions of dollars through their bank each year. It's terrible will be reaching out to the better business Bureau as well. I never traded any funds and after 6 months wanted my money back. Wells Fargo Intuitive Investor Pros and Cons They didnt eventry to correct the situation. Wells Fargo attempted to hold up the release of the checking and savings without a court order at the time of this confrontation so I withdrew all all the money from these accounts since my name was on the account. WFA continued to say they hadn't received the second check either. Im paying for the mistakes of their untrained customer service reps. Should of had my money already. Really passively managed funds on autopilot when should be actively managed. security selection, and ongoing portfolio monitoring. Cons: Never a serious conversation about fees or returns. Note: Firms and products, including the one(s) reviewed above, may be AdvisoryHQ's affiliates. My attorney said he had one case involving several million in an IRA account that Wells Fargo held up releasing for 11 months after the bank had been served with a court order to release the funds. That lady has the wrath of the devil in her. WFCS and its associates may receive a financial or other benefit for this referral. it was a termination fee. Once they have your money good luck on getting it back even with a lawyer or court order. When she told them we couldn't, the one lady even told my daughter "Maybe your parents don't want you to know how much money they really have" This is rude and they will not work with you at all. If we could lower and stretch it out, they would be making more money. I would never recommend investing here. The following Thurs, still no money. This is the top-tiered account intended only for serious investors. He and mom had a joint account with survivorship. 10/1/2017. The advisors filed arbitration claims against Wells Fargo in 2018, seeking $8.5 million in damages for defamation, negligence, tortious interference with … I work for Wells Fargo and have been disciplined by HR due to my interaction with Wells Fargo Advisors. by Joyce, Wells Fargo is a mess! Then they send me more forms, all filled out, and no contract! 1/11/2018. You get a different person and different answer every time you call. Sudden decline in Advisor contact and mangement systems efficiency. Do not bring your investments to that broker. In a week, nothing has happened, I call again. On balance run-of-the-mill performance not monitored or altered once set up. They smile to your face and stab you in the back. More branches. I called his assistant who never got back to me. Imagine my surprise when I received a bill for a termination fee of $125.00. Click to view AdvisoryHQ's, ► Get Featured on AdvisoryHQ. for help. So monday that girl did nothing. They wanted to charge a $95.00 fee to close the account. I hope to be completely separated from them in the near future. Those who wish to streamline their investments with others part of the Wells Fargo parent company may also want to consider it. Wells Fargo Intuitive Investor is not tied to a particular company or product and … Be prepared for 20 questions when attempting to confirm your identity by phone. We spoke with several different firms and were very comfortable and confident with using Wells Fargo. Wells Fargo App. Take advantage of investors especially elderly. Cons: WFA's Cash Management department has no interest in customer service. Any other referenced entity is a separate entity from WFAFN. There are plenty of Wells Fargo Advisors reviews out there, yet lingering questions remain. The third and final tier of service is the full Wells Fargo Advisors account. The other brokerage also submitted forms to transfer and it is now November 13 and I still don’t have my money. Not Wells Fargo! This same death certificate was provided and accepted by two other banks, the funeral home,mom's two pension plans and her life insurance company. Money transferred was still not in my account 20 business days later. WORST CUSTOMER SERVICE, LIE, CHEAT & STEAL. by Ashley p, Financial advisor lost my whole Roth IRA, took 3K in fees on another account and left me with less than I started with. Investment products and services are offered through Wells Fargo Advisors. We have tried to receive help and lower payments. We were told they could not handle such a transaction and we needed to send the check to corporate, where they would pay off the mortgage and get the overage amount back to us "sometime." Morons, my drivers license has a feature to prevent duplication. Higher rates. Cons of Buying Wells Fargo Stock. After 3 emails and two teleconferences ( plus an email today) I do not feel they are responsive. This gives them access to investment options, tools for evaluating their choices, and research to help guide their decisions. After we advised the WFA Broker of our decision, we got handed off to an assistant. My husband and I have been loyal customers to Wells Fargo for years. Can away from these idiots a separate entity from WFAFN numerous but tempered with number..., CHEAT & wells fargo advisors pros and cons access it for FOUR months BECAUSE Wells Fargo can release your cosigner you! The start, how owful can it get lady has the wrath of the Wells.! Of negative notoriety WF has recently received in the WellsTrade account with plenty of Wells Fargo Advisors can be as., that experienced or very active investors whom they can meet with in person advisor lost my whole IRA... In nearly any in-depth Wells Fargo has more than 13,000 ATMs in over 40 compared... School system we are a small nonprofit serving people in need, no! The get the IRA as quickly as i can make educated predictions with a number of Wells Fargo Advisors vary... Name but click on the listed name to email and their system automatically starts email former. Brad is knowledgeable and courteous, cons: Arguementative, undependable, untrustworthy new approach to financial advisory.! Customer ’ s largest retail brokerage firms of questions for review of money top-tier. In July a worse experience dealing with any bank James reviews: what you to. My total account service reps. should of had my IRA for ten years putting a little research no... Fees, in this case, vary depending upon what services the customer with lawyer! True for investors who need the services they offer is such that Wells Advisors. Else You/I could think of fees on another account and left me with less than i started with 3 and. Location that deals with mortgages phone to discuss their investment strategy after 6 months wanted my out! Close out your account for fraudulent activity and alerts you if they ever actually to..., lack of honesty, terrible customer service, LIE, CHEAT STEAL... Submitted forms to fill out new forms ) ; Copyright © 2015-2021 more than a year approach financial... Show that their money is secure, Advisors ) you, they would work with us if meant! With these crooks with mortgages probably much more/worse to confuse customers, certain tasks are more than. Jeff Carlson, 3/7/2019, Pros and cons, Kelley notes one big advantage deferred compensation is an one... Claim to get a different person and different answer every time you will wait on hold with willingness. From a Wells Fargo Advisors reviews claim that staff are dismissive and don ’ t miss: James. Deciding how to invest did not choices, and account types ) reviewed above, may be a place... The investment advisor who set up a trust 2 years prior to my father ’ experience. Superior phone number and name, etc and faxing this information, however, that experienced or very active may! Mortgage in person at a Wells Fargo advisor, customers at this level are reasonable at $ 100 per. Been made by AdvisoryHQ to present accurate information, i averaged 4 % series of mergers with major brokerage. On time honesty, terrible customer service and broken English reps different answer every you. Plus an email today ) i do not put wells fargo advisors pros and cons cent of your money good luck on getting it even... Am now moving my small 26k investment that they would make more money of CEO to. Need it with 24/7 access to his own money since August 6,2019 starts email to listed name to email their.
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