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Yoil Awabdeh

Wells Fargo Advisors
26 Years of Experience
El Dorado Hills, CA
2 DisclosuresBroker
View SEC Summary
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Yoil Awabdeh is a registered investment advisor at Wells Fargo Advisors, based in El Dorado Hills, CA, with 26 years of industry experience. Yoil 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.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

4364 Town Center Blvd Ste 220, El Dorado Hills, CA, 95762

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History

Regulatory History (2)
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
June 2022
Settled
Customer Dispute
June 2001
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
April 2019 - Present · 7 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
April 2019 - Present · 7 yrs 6 mos
Previous Registrations
Morgan Stanley
April 2011 - April 2019 · 8 yrs
Morgan StanleyBroker
April 2011 - April 2019 · 8 yrs
Wells Fargo Advisors, LLCBroker
January 2011 - April 2011 · 3 mos
Wells Fargo Advisors, LLC
January 2011 - April 2011 · 3 mos
Wells Fargo Investments, LLC
January 2006 - January 2011 · 5 yrs
Wells Fargo Investments, LLCBroker
January 2006 - January 2011 · 5 yrs
Citicorp Investment Services
April 2003 - January 2006 · 2 yrs 9 mos
Citicorp Investment ServicesBroker
April 2003 - January 2006 · 2 yrs 9 mos
Morgan Stanley
April 2001 - November 2002 · 1 yr 7 mos
Morgan Stanley Dw INC.Broker
January 2000 - November 2002 · 2 yrs 10 mos
State Registrations30 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.
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