EP
EP

Eugene Pak

28 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 28 years of industry experience. Eugene is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

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

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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
January 2002
Closed-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 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
May 2009 - Present · 17 yrs 5 mos
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
AZCACTFLINMANCNJNVNYPATXVTWA
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.
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