Adam Bechler
Adam Bechler is a registered investment advisor at Wells Fargo Advisors, based in Cleveland, OH, with 37 years of industry experience. Adam 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
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
950 Main Ave Ste 300, Cleveland, OH, 44113
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 1997Other Business Activities
Adam is an investment committee member for OneOhio Recovery Foundation, dedicating minimal time to help end the opioid epidemic. He also holds power of attorney for both his mother and father, spending minimal time facilitating parental care.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
State Registrations11 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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