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Phillip Hurner

38 Years of Experience
Reno, NV
1 DisclosureBroker

Phillip Hurner is a registered investment advisor at Wells Fargo Advisors, based in Reno, NV, with 38 years of industry experience. Phillip 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

6005 Plumas St 2nd Fl, [Sh-Rbo], Reno, NV, 89519

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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
April 2001
Settled
Other Business Activities

Phillip owns rental property and a ranch club in Livermore, CA. He dedicates minimal time to these activities, and they are not investment-related.

Employment History
Current Registrations
Wells Fargo Advisors
July 2014 - Present · 12 yrs 3 mos
Wells Fargo Clearing Services, LLC
July 2014 - Present · 12 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2014 - Present · 12 yrs 3 mos
Previous Registrations
Morgan Stanley
June 2009 - August 2014 · 5 yrs 2 mos
Morgan StanleyBroker
June 2009 - August 2014 · 5 yrs 2 mos
Citigroup Global Markets INC.Broker
March 2008 - June 2009 · 1 yr 3 mos
Citigroup Global Markets INC.
March 2008 - June 2009 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 1997 - March 2008 · 10 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1996 - March 2008 · 11 yrs 5 mos
Aegon USA Securities INC.Broker
September 1992 - October 1996 · 4 yrs 1 mo
Nylife Securities INC.Broker
July 1988 - September 1992 · 4 yrs 2 mos
State Registrations30 states
AZCACTDCDEFLGAHIIDILINKSMAMDMIMOMTNCNVNYOHOKORPASCTNTXUTVAWA
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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