Alejandro Vicencio
Alejandro Vicencio is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Coconut Grove, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3350 Virginia St Suite 249, [Satellite], Coconut Grove, FL, 33133
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alejandro co-owns several investment-related LLCs and rental properties, dedicating minimal time to each except for Positive Outlook Holdings LLC, which takes nearly full-time. He also receives trail commissions from a Genworth insurance product, requiring no time commitment.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Pruco Securities CorporationBroker
State Registrations19 states
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