Raymond Defrank
Raymond Defrank is a registered investment advisor at Wells Fargo Advisors, based in Norfolk, VA, with 43 years of industry experience. Raymond 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
999 Waterside Dr Ste 1800, Dominion Tower, Norfolk, VA, 23510
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2011Other Business Activities
Raymond serves on the investment review committee for Bishop Sullivan Catholic HS Foundation, helping review investments and performance. This activity requires minimal time.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations32 states
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
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