William Orlando
William Orlando is a registered investment advisor at Wells Fargo Advisors, based in Mclean, VA, with 38 years of industry experience. William 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
1753 PINNACLE DR 3RD and 4TH FL, [V1-Rbo], Mclean, VA, 22102
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2002Customer Dispute
June 2000Criminal
October 1978Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
First Union Brokerage Services, INC.Broker
Dominion Investment Banking, INC.Broker
Liberty Securities CorporationBroker
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Masten INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations30 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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