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Randy Sage

Wells Fargo Advisors
39 Years of Experience
Waco, TX
1 DisclosureBroker
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Randy Sage is a registered investment advisor at Wells Fargo Advisors, based in Waco, TX, with 39 years of industry experience. Randy 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.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

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Location

1105 Wooded Acres Dr Ste 600, Waco, TX, 76710

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2008
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - Present · 18 yrs 9 mos
Wells Fargo Clearing Services, LLC
January 2008 - Present · 18 yrs 9 mos
Wells Fargo Advisors
January 2008 - Present · 18 yrs 9 mos
Previous Registrations
A. G. Edwards & Sons, INC.
October 2002 - January 2008 · 5 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
August 1987 - January 2008 · 20 yrs 5 mos
Van Kampen Merritt INC.Broker
December 1986 - October 1987 · 10 mos
State Registrations29 states
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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.
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