William Gomberg is a registered investment advisor at Wells Fargo Advisors, based in Orange, CA, with 32 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
701 S Parker St, Ste 2500, Orange, CA, 92868
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William co-owns Gomberg Wealth Management Group, LLC and Gomberg McQuilkin Wealth Management Group, LLC with his spouse, dedicating full-time hours to each for his Finet practice. He also serves as trustee for Gomberg McQuilkin Wealth Management 401k, requiring minimal time.
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
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations28 states
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