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Allen Schreiber

28 Years of Experience
Long Beach, CA
1 DisclosureBroker

Allen Schreiber is a registered investment advisor at Wells Fargo Advisors, based in Long Beach, CA, with 28 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

6460 E Pacific Coast Hwy, Ste 223, Long Beach, CA, 90803

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2010
Settled
Other Business Activities

Allen is a trustee for family friends' trusts, owns several rental properties, and has ownership stakes in multiple LLCs including TSG Wealth Management LLC and TSG Tax Management, LLC. Allen also serves on the City of Huntington Beach Investment Advisory Board and holds personal use watercraft through Tiara Cover LLC.

Employment History
Current Registrations
Wells Fargo Advisors
October 2019 - Present · 6 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2009 - October 2019 · 10 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
February 2009 - October 2019 · 10 yrs 8 mos
Citigroup Global Markets INC.
July 1999 - February 2009 · 9 yrs 7 mos
Citigroup Global Markets INC.Broker
March 1998 - February 2009 · 10 yrs 11 mos
State Registrations52 states
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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.
Allen Schreiber - Financial Advisor | TrueAdvisor