Glenn Fama
Glenn Fama is a registered investment advisor at Wells Fargo Advisors, based in San Francisco, CA, with 39 years of industry experience. Glenn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B 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
505 Montgomery Street, 11th Floor, San Francisco, CA, 94111
Get directionsHistory
Regulatory History (6)
Customer Dispute
September 2005Customer Dispute
May 2002Customer Dispute
November 2001Customer Dispute
October 2001Customer Dispute
September 2001Customer Dispute
August 2001Other Business Activities
Glenn acts as a trustee for a close friend and his parents' trust, dedicating minimal time to these activities. He also owns 100% of Fama Capital Wealth Mgt, Ltd, spending more than full-time hours on this investment-related practice.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
First Union Securities, INC.Broker
Painewebber IncorporatedBroker
Wedbush, Noble, Cooke, INCBroker
State Registrations18 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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