RH
RH

Renee Halsch

31 Years of Experience
La Jolla, CA
Broker

Renee Halsch is a registered investment advisor at Wells Fargo Advisors, based in La Jolla, CA, with 31 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

4275 Executive Sq, Ste 1030, La Jolla, CA, 92037

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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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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
February 2022 - Present · 4 yrs 3 mos
Wells Fargo Advisors
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Calton & Associates, INC.Broker
February 2021 - August 2021 · 6 mos
Calton & Associates, INC.
February 2021 - August 2021 · 6 mos
RBC Capital Markets, LLC
October 2019 - January 2021 · 1 yr 3 mos
RBC Capital Markets, LLCBroker
October 2019 - January 2021 · 1 yr 3 mos
LPL Financial LLC
March 2016 - November 2019 · 3 yrs 8 mos
LPL Financial LLCBroker
March 2016 - November 2019 · 3 yrs 8 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2013 - November 2015 · 2 yrs
Tiaa-Cref Advice and Planning Services
November 2013 - November 2015 · 2 yrs
MML Investors Services, LLC
August 2010 - October 2013 · 3 yrs 2 mos
MML Investors Services, LLCBroker
August 2010 - October 2013 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2007 - August 2010 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2007 - August 2010 · 3 yrs
Lincoln Financial Advisors CorporationBroker
September 2005 - June 2007 · 1 yr 9 mos
The Lincoln National Life Insurance CompanyBroker
September 2005 - March 2006 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1983 - February 1995 · 11 yrs 8 mos
State Registrations1 state
CA
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.