FI
FI

Fred Irwin

37 Years of Experience
Longview, TX
Broker

Fred Irwin is a registered investment advisor at Wells Fargo Advisors, based in Longview, TX, with 37 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

2103 Judson Rd Suite B, Longview, TX, 75605

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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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Other Business Activities

Fred owns Fred Irwin, LLC, dedicating full-time hours to it. He is also a finance committee member at Evangelical Presbyterian Church and has ownership stakes in PS2911, LLC and commercial property, dedicating minimal time to each.

Employment History
Current Registrations
Wells Fargo Advisors
June 2023 - Present · 2 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 1998 - June 2023 · 25 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
May 1998 - June 2023 · 25 yrs 1 mo
Principal Financial Securities,inc.Broker
July 1988 - May 1998 · 9 yrs 10 mos
State Registrations24 states
ALARAZCACODEFLGAKSLAMDMONCNJNMNYOKORPASCTNTXVAVT
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.