AM
CFP
AM
CFP

Andrea Molavi

19 Years of Experience
Marietta, GA
Broker

Andrea Molavi is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Marietta, GA, with 19 years of industry experience. Andrea 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
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

732 Kennesaw Ave Nw, Ste 300, Marietta, GA, 30060

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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 2016 - Present · 9 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
November 2016 - Present · 9 yrs 11 mos
Previous Registrations
USAA Financial Planning Services
August 2012 - October 2016 · 4 yrs 2 mos
USAA Investment Management Company
May 2012 - September 2012 · 4 mos
USAA Financial Advisors, INC.Broker
April 2012 - October 2016 · 4 yrs 6 mos
Wells Fargo Advisors, LLC
May 2011 - April 2012 · 11 mos
Wells Fargo Advisors, LLCBroker
December 2010 - April 2012 · 1 yr 4 mos
The Robinson-Humphrey Company INC.Broker
August 1991 - September 1992 · 1 yr 1 mo
Lehman Brothers INC.Broker
May 1988 - November 1990 · 2 yrs 6 mos
E. F. Hutton & Company INCBroker
March 1988 - May 1988 · 2 mos
State Registrations45 states
ALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNENJNMNVNYOHOKORPAPRSCTNTXUTVAVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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