DP
DP

Denise Pinon

26 Years of Experience
Fresno, CA
Broker

Denise Pinon is a registered investment advisor at Wells Fargo Advisors, based in Fresno, CA, with 26 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

8080 N Palm Ave, Ste 106, Fresno, CA, 93711

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Denise owns a paper crafts business in Clovis, CA, since 2015. She spends about 10-20% of her time making cards and embellished photo frames.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2022 - Present · 3 yrs 8 mos
Wells Fargo Advisors
November 2022 - Present · 3 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2011 - November 2022 · 11 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - November 2022 · 11 yrs 10 mos
Wells Fargo Investments, LLC
February 2005 - January 2011 · 5 yrs 11 mos
Wells Fargo Investments, LLCBroker
September 2004 - January 2011 · 6 yrs 4 mos
Gunnallen Financial, INCBroker
September 2003 - August 2004 · 11 mos
Wachovia Securities, LLCBroker
January 2000 - September 2003 · 3 yrs 8 mos
State Registrations14 states
ARAZCAFLIDINNVORSDTNTXUTVAWA
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.