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?

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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?

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Wells Fargo Advisors WBS & PCG. Merger, thoughts..concerns...??

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Wells Fargo Advisors merger. Who wins and who loses?

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Restructuring at Wells Fargo Advisors PCG? Good news or bad news for PCG Advisors?

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Wells Fargo Advisors PCG??????

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Long term Wells Fargo Advisors FA’s.......are you seriously considering a change for the 1st time? If so, what are you considering?

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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

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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.

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