Just spoke with new client. He told me accounts from Wells Fargo Advisors less than 250k were not going to get local service. They were going to be transferred to a service center. Any truth to this?
Wondering how people felt about the latest news on Wells Fargo Advisors? According to the WSJ they are being investigated by the Justice Department. Thoughts?
Long term Wells Fargo Advisors FA’s.......are you seriously considering a change for the 1st time? If so, what are you considering?
Custodians for RIA's Has anyone used tradepmr? Thoughts on their offerings and relationship with first clearing. Looking to start my own RIA in two years. Currently @14M in advisory.
Any Wells Fargo advisors here? Ii need to do an in kind transfer of securities from a 401k. Is there a form I need for that or is it done over the phone? People at 800 number seemed confused by this