Paul Giacoletti is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Walnut Creek, CA, with 26 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B 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
100 Pringle Ave, Suite 550, Walnut Creek, CA, 94596
Get directionsHistory
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 Activities
Paul has a 23.3% ownership stake in BPGE Capital Management LLC, dedicating minimal time to it. He also holds an inactive law license with the State Bar of California.
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
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations40 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
More Advisors
- Andrew RossWells Fargo Advisors
- Michael MercadoWells Fargo Advisors
- Jourdan Sy, CFPWells Fargo Advisors
- Ernest Holguin, CFPWells Fargo Advisors
- Michael PetersWells Fargo Advisors
- James Deak, CFPWells Fargo Advisors