Wendy Eddy is a registered investment advisor at Wells Fargo Advisors, based in Irvine, CA, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
7700 Irvine Center Dr, Ste 520, Irvine, CA, 92618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wendy operates under the name Wendy Eddy DBA Wendy Eddy, and owns Eddy Investment Group LLC and Docking Station LLC. She also serves as an Ethics Board Member for the Investment & Wealth Institute, dedicating minimal time to this role, while spending full-time on her DBA.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations17 states
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