Petra Frisina
Petra Frisina is a registered investment advisor at Wells Fargo Advisors, based in West Covina, CA, with 29 years of industry experience. Petra is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B 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
1050 W. Lake Drive Suite 225, [Office of Convenience], West Covina, CA, 91791
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2001Other Business Activities
Petra owns multiple rental properties in California and Florida, dedicating minimal time to these ventures. She also participates as a game show contestant with her family, spending minimal time on this activity as well.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Essex National Securities, INC.Broker
Citicorp Investment ServicesBroker
Cal Fed InvestmentsBroker
Glenfed Brokerage ServicesBroker
State Registrations19 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
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