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Garret Alcaraz

Wells Fargo Advisors
33 Years of Experience
Virginia Beach, VA
2 DisclosuresBroker
View SEC Summary
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Garret Alcaraz is a registered investment advisor at Wells Fargo Advisors, based in Virginia Beach, VA, with 33 years of industry experience. Garret 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.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

208 Golden Oak Ct Stes 250 & 300, Reflections Iii, Virginia Beach, VA, 23452

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2003
Award / Judgment
Customer Dispute
April 2001
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Garret is a finance committee member for Old Dominion University Education Foundation since 2005 and the treasurer for Tidewater Children's Foundation since 2000. These investment-related activities require minimal time each month.

Employment History
Current Registrations
Wells Fargo Advisors
July 2003 - Present · 23 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - Present · 23 yrs 3 mos
Previous Registrations
Prudential Securities Incorporated
October 1998 - July 2003 · 4 yrs 9 mos
Prudential Securities IncorporatedBroker
May 1998 - July 2003 · 5 yrs 2 mos
Wheat, First Securities, INC.Broker
May 1995 - June 1998 · 3 yrs 1 mo
Painewebber IncorporatedBroker
January 1995 - May 1995 · 4 mos
Kidder, Peabody & CO. IncorporatedBroker
April 1993 - January 1995 · 1 yr 9 mos
State Registrations34 states
ALAZCACOCTDCDEFLGAHIILINKSMAMDMIMONCNENHNJNMNVNYOHOKORPASCTNTXVAWAWV
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.
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