AF
AF

Azmi Fakhoury

44 Years of Experience
Oklahoma City, OK
3 DisclosuresBroker

Azmi Fakhoury is a registered investment advisor at Wells Fargo Advisors, based in Oklahoma City, OK, with 44 years of industry experience. Azmi is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

211 N Robinson Ave Ste N1600, One Leadership Square, Oklahoma City, OK, 73102

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2008
Award / Judgment
Customer Dispute
December 2006
Denied
Customer Dispute
July 1999
Denied
Employment History
Current Registrations
Wells Fargo Advisors
January 2007 - Present · 19 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
May 1998 - Present · 28 yrs 5 mos
Previous Registrations
Principal Financial Securities,inc.Broker
September 1985 - May 1998 · 12 yrs 8 mos
Stifel, Nicolaus & Company, IncorporatedBroker
September 1982 - October 1985 · 3 yrs 1 mo
Paine, Webber, Jackson & Curtis INC.Broker
January 1982 - July 1982 · 6 mos
State Registrations22 states
ALARAZCAFLGAILKSLAMAMONENVNYOHOKPASDTXVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors