GH
GH

Gregory Hetzer

44 Years of Experience
Rolling Hills Estates, CA
1 DisclosureBroker

Gregory Hetzer is a registered investment advisor at Wells Fargo Advisors, based in Rolling Hills Estates, CA, with 44 years of industry experience. Gregory 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
14674 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

500 Silver Spur Rd, 3rd Fl Ste 300, Rolling Hills Estates, CA, 90275

Get directions

History

Regulatory History (1)
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
February 1988
Award / Judgment
Employment History
Current Registrations
Wells Fargo Advisors
July 2005 - Present · 21 yrs 3 mos
Wells Fargo Clearing Services, LLC
July 2005 - Present · 21 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2005 - Present · 21 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
March 2001 - August 2005 · 4 yrs 5 mos
UBS Financial Services INC.Broker
March 2001 - August 2005 · 4 yrs 5 mos
Prudential Securities IncorporatedBroker
January 1993 - March 2001 · 8 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1982 - January 1993 · 11 yrs
State Registrations21 states
AZCACODCGAHIIAMNMSMTNCNHNVORSCSDTNTXVAWAWY
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