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Anthony Branch

27 Years of Experience
Jacksonville, FL
Broker

Anthony Branch is a registered investment advisor at Wells Fargo Advisors, based in Jacksonville, FL, 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

10752 Deerwood Park Blvd, Suite 100, Jacksonville, FL, 32256

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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

Anthony has a 33% ownership in Array Private Investment Advisory Group LLC and 100% ownership in Finet Practice AJ Branch Solutions LLC. Both are investment-related and take up nearly full-time hours for each, with 7 hours during trading.

Employment History
Current Registrations
Wells Fargo Advisors
October 2023 - Present · 2 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
October 2007 - October 2023 · 16 yrs
Wells Fargo Clearing Services, LLC
October 2007 - October 2023 · 16 yrs
Banc of America Investment Services, INC.
September 2005 - October 2007 · 2 yrs 1 mo
Banc of America Investment Services, INC.Broker
September 2005 - October 2007 · 2 yrs 1 mo
Wachovia Securities, LLC
June 2002 - October 2005 · 3 yrs 4 mos
Wachovia Securities, INC.
June 2002 - June 2002 · 0 mos
Wachovia Securities, LLCBroker
June 2002 - October 2005 · 3 yrs 4 mos
Wachovia Securities, INC.Broker
December 1998 - June 2002 · 3 yrs 6 mos
State Registrations17 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.
Anthony Branch - Financial Advisor | TrueAdvisor