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Rowena Lacuesta
29 Years of Experience
Newport Beach, CA
1 DisclosureBroker
Rowena Lacuesta is a registered investment advisor at Wells Fargo Advisors, based in Newport Beach, CA, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
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.
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Location
450 Newport Center Dr, Suite 595 5th Fl, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
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Criminal
December 1986Final Disposition
Employment History
Current Registrations
Wells Fargo Advisors
August 2025 - Present · 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2025 - Present · 11 mos
Previous Registrations
Wells Fargo Advisors
April 2011 - August 2025 · 14 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
March 2006 - August 2025 · 19 yrs 5 mos
Citigroup Global Markets INC.Broker
July 2001 - March 2006 · 4 yrs 8 mos
Fimat USA, INC.Broker
November 1997 - July 2001 · 3 yrs 8 mos
Dean Witter Reynolds INC.Broker
February 1997 - November 1997 · 9 mos
Toluca Pacific Securities CORP.Broker
June 1996 - January 1997 · 7 mos
State Registrations22 states
AKAZCACOFLHIIDILKSMAMIMNNCNMNVNYORSCTXVAWAWI
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.