John Bacich
John Bacich is a registered investment advisor at Wells Fargo Advisors, based in Rolling Hills Estates, 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
500 Silver Spur Rd, Ste 101, Rolling Hills Estates, CA, 90275
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2005Other Business Activities
John has 100% ownership of Peninsula Group Inc. since 2020 and spends a few hours per week on it. He also serves as a trustee for his aunt and Peninsula Group, Inc DBP, dedicating minimal time to each.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
State Registrations27 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.