Richard Folmar is a registered investment advisor at Wells Fargo Advisors, based in San Antonio, TX, 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
434 N. Loop 1604 West, Suite 2203, San Antonio, TX, 78232
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard has several business activities, including 100% ownership of Folmar Family Ranch and Folmar Family Properties LLC, which holds Midas businesses. He also owns Folmar Enterprises LLC and Folsom Holdings, LLC, and is a trustee for Conservant Financial, LLC 401k, dedicating full-time hours to Folmar Enterprises LLC.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley Dw INC.Broker
State Registrations50 states
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