Phillip Brancato is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Scottsdale, AZ, 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
8501 North Scottsdale Rd, Ste 150, Scottsdale, AZ, 85253
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Phillip is a sole proprietor of Finet Practice, a financial advisory business in St. Clair Shores, MI, since 2023. He dedicates minimal time to this activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
H&r Block Financial Advisors, INC.Broker
State Registrations13 states
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