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Victoria Ortegon

36 Years of Experience
Gilbert, AZ
Broker

Victoria Ortegon is a registered investment advisor at Wells Fargo Advisors, based in Gilbert, AZ, with 36 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

365 E Germann Road Suite 360, Gilbert, AZ, 85297

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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
November 2024 - Present · 1 yr 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Wells Fargo Advisors
May 2011 - November 2024 · 13 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
July 2008 - November 2024 · 16 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2003 - August 2008 · 5 yrs 2 mos
Citigroup Global Markets INC.Broker
January 1995 - May 2003 · 8 yrs 4 mos
Everen Securities, INC.Broker
September 1990 - January 1995 · 4 yrs 4 mos
Boettcher & Company, INC.Broker
April 1989 - September 1990 · 1 yr 5 mos
State Registrations33 states
AKALAZCACOCTFLGAIAIDILINKSLAMAMIMNMONCNHNMNYOHOKORPASCTNTXUTVAWAWI
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.