Elizabeth Sanchez
Elizabeth Sanchez is a registered investment advisor at Wells Fargo Advisors, based in San Diego, CA, with 18 years of industry experience. Elizabeth 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
13520 Evening Creek Dr N, Ste 500, San Diego, CA, 92128
Get directionsHistory
Regulatory History (4)
Judgment / Lien
September 2025Judgment / Lien
October 2023Judgment / Lien
January 2021Criminal
May 2002Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Invest Financial Corporation
Invest Financial CorporationBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations32 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
More Advisors
- Jasreen SidhuWells Fargo Advisors
- Jeffrey BrownWells Fargo Advisors
- Jose Cuellar, CFPWells Fargo Advisors
- Gerald RamirezWells Fargo Advisors
- L BrokawWells Fargo Advisors
- Tyler Michels, CFPWells Fargo Advisors