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Andrew Ross
29 Years of Experience
Walnut Creek, CA
1 DisclosureBroker
Andrew Ross is a registered investment advisor at Wells Fargo Advisors, based in Walnut Creek, 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
1850 Mt Diablo Blvd, Ste 225, [Satellite], Walnut Creek, CA, 94596
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2011Settled
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Wells Fargo Advisors
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - January 2023 · 12 yrs
Wells Fargo Clearing Services, LLC
January 2011 - January 2023 · 12 yrs
Wells Fargo Investments, LLCBroker
March 2003 - January 2011 · 7 yrs 10 mos
Wells Fargo Investments, LLC
February 2003 - January 2011 · 7 yrs 11 mos
Raymond James Financial Services, INC.Broker
February 2001 - October 2001 · 8 mos
Painewebber IncorporatedBroker
February 1998 - February 2001 · 3 yrs
Prudential Securities IncorporatedBroker
August 1995 - February 1998 · 2 yrs 6 mos
State Registrations13 states
AZCACOFLHIMANENVNYTXUTVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.