Ernest Holguin
Ernest Holguin is a CFP-designated 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
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
1850 Mt Diablo Blvd, Ste 225, [Satellite], Walnut Creek, CA, 94596
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Regulatory History (1)
Customer Dispute
April 2022Other Business Activities
Ernest owns rental properties in Vallejo, CA since 2007 and 2015, spending minimal time as a landlord. He also has ownership stakes in Presidio Group Wealth Management, LLC, Real Numbers Inc, and Presidio Group Growth Partners, LLC, dedicating about a quarter of his time to the latter.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations51 states
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