EP
EP
Eugene Pak
27 Years of Experience
New Brunswick, NJ
1 DisclosureBroker
Eugene Pak is a registered investment advisor at Wells Fargo Advisors, based in New Brunswick, NJ, with 27 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
317 George St, Ste 320, New Brunswick, NJ, 08901
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2002Closed-No Action
Other Business Activities
Eugene owns 100% of Kirby Advisory Group LLC, an investment-related business. This requires a full-time commitment.
Employment History
Current Registrations
Wells Fargo Advisors
May 2009 - Present · 17 yrs
Wells Fargo Advisors Financial Network, LLCBroker
May 2009 - Present · 17 yrs
Previous Registrations
Citigroup Global Markets INC.Broker
May 2001 - May 2009 · 8 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1998 - May 2001 · 2 yrs 11 mos
State Registrations14 states
AZCACTFLGAINMANCNJNVNYTXVTWA
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.