Paul Altobelli
Paul Altobelli is a registered investment advisor at Wells Fargo Advisors, based in Flagstaff, AZ, with 34 years of industry experience. Paul 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
Flagstaff, AZ
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2012Customer Dispute
August 1999Other Business Activities
Paul serves as power of attorney for his mother, which is investment-related. This requires minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
State Registrations33 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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