PB
PB

Paula Bridgman

40 Years of Experience
Richmond, VA
Broker

Paula Bridgman is a registered investment advisor at Wells Fargo Advisors, based in Richmond, VA, with 40 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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

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Location

9020 Stony Point Pkwy, Suite 385, Richmond, VA, 23235

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Paula serves as a trustee for her mother, a role that is investment-related. This requires minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
May 2024 - Present · 2 yrs
Wells Fargo Advisors Financial Network, LLCBroker
May 2024 - Present · 2 yrs
Previous Registrations
First Clearing, LLCBroker
May 2014 - February 2016 · 1 yr 9 mos
Wells Fargo Clearing Services, LLCBroker
October 1999 - May 2024 · 24 yrs 7 mos
Wells Fargo Advisors
March 1991 - May 2024 · 33 yrs 2 mos
First Union Capital Markets CORP.Broker
October 1985 - October 1999 · 14 yrs
State Registrations9 states
ARAZFLGAMDNCSCTNVA
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.