AS
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Ann Scoda is a registered investment advisor at Wells Fargo Advisors, based in Scranton, PA, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
201 Lackawanna Ave, Suite 103, Scranton, PA, 18503
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2013Settled
Employment History
Current Registrations
Wells Fargo Advisors
August 2024 - Present · 1 yr 9 mos
Wells Fargo Advisors Financial Network, LLC
August 2024 - Present · 1 yr 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Wells Fargo Advisors
September 2016 - August 2024 · 7 yrs 11 mos
Wells Fargo Advisors, LLC
June 2010 - September 2015 · 5 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
October 2002 - August 2024 · 21 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
November 1998 - October 2002 · 3 yrs 11 mos
State Registrations10 states
CACTDEFLMAMDNCNJNYPA
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.