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Brian Edgar

Wells Fargo Advisors
32 Years of Experience
Palm Beach Gardens, FL
1 DisclosureBroker
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Brian Edgar is a registered investment advisor at Wells Fargo Advisors, based in Palm Beach Gardens, FL, with 32 years of industry experience. Brian 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.

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Location

2989 Pga Blvd Ste 200, Palm Beach Gardens, FL, 33410

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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.
Customer Dispute
August 2009
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
September 2020 - Present · 6 yrs 1 mo
Wells Fargo Advisors
September 2020 - Present · 6 yrs 1 mo
Previous Registrations
UBS Financial Services INC.Broker
May 2008 - October 2020 · 12 yrs 5 mos
UBS Financial Services INC.
May 2008 - October 2020 · 12 yrs 5 mos
J. P. Morgan Securities INC.
September 2006 - May 2008 · 1 yr 8 mos
J.P. Morgan Securities INC.Broker
July 2006 - May 2008 · 1 yr 10 mos
Jpmorgan Securities INC
February 1999 - September 2006 · 7 yrs 7 mos
Banc One Securities CorporationBroker
February 1999 - July 2006 · 7 yrs 5 mos
First Chicago Nbd Investment Services, INC.Broker
September 1996 - February 1999 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1994 - September 1996 · 2 yrs 1 mo
State Registrations27 states
AZCACOCTDEFLGAILINMAMDMEMIMONCNHNJNMNYOHRISCTNTXUTVAWA
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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