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Cheryl Tucker-Refregier

Wells Fargo Advisors
28 Years of Experience
Naples, FL
1 DisclosureBroker
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Cheryl Tucker-Refregier is a registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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

View Full SEC Brochure

Location

1395 Panther Lane, 205 2nd Fl, Naples, FL, 34109

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History

Regulatory History (1)
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.
Financial
August 2017
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
June 2025 - Present · 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2025 - Present · 11 mos
Previous Registrations
Wells Fargo Advisors
June 2016 - June 2025 · 9 yrs
Wells Fargo Clearing Services, LLCBroker
June 2016 - June 2025 · 9 yrs
Fifth Third Securities, INC.
March 2014 - June 2016 · 2 yrs 3 mos
Fifth Third Securities, INC.Broker
February 2014 - June 2016 · 2 yrs 4 mos
UBS Financial Services INC.Broker
January 2012 - January 2014 · 2 yrs
LPL Financial LLCBroker
March 2005 - August 2011 · 6 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
June 2004 - October 2004 · 4 mos
Pruco Securities CorporationBroker
February 2003 - April 2003 · 2 mos
Robert W. Baird & CO. IncorporatedBroker
April 2000 - September 2001 · 1 yr 5 mos
Raymond James & Associates, INC.Broker
July 1999 - April 2000 · 9 mos
Fidelity Brokerage Services, INC.Broker
May 1994 - September 1999 · 5 yrs 4 mos
State Registrations41 states
ALAZCACOCTDCFLGAHIIAILINKYLAMAMDMEMIMNMOMSNCNDNHNJNVNYOHOKORPARISCSDTNTXVAVTWAWIWV
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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