Raquel Peregrin
Raquel Peregrin is a registered investment advisor at Wells Fargo Advisors, based in Irvine, CA, with 24 years of industry experience. Raquel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B 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
8587 Irvine Center Dr, Irvine, CA, 92618
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2002Other Business Activities
Raquel is a co-owner of Dunamis 1:11 LLC, a short-term vacation rental property, since July 2023. She dedicates a few hours per week to this investment-related activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Bancwest Investment Services, INC.Broker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Edward JonesBroker
Edward Jones
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Atlas Securities, LLCBroker
Atlas Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations13 states
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
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