Issac Orozco
Issac Orozco is a registered investment advisor at Wells Fargo Advisors, based in San Diego, CA, with 26 years of industry experience. Issac 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
4655 Executive Dr 10th Fl, [Vj-Rbo], San Diego, CA, 92121
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Regulatory History (1)
Customer Dispute
March 2004Other Business Activities
Issac is an authorized signer for Capelli Inc, Orozco Capital, Quail Crest Limited Partnership, and Orozco Equities LP. He also owns rental property in Palm Desert, CA, and has 33% ownership in 3 Osos-Wineage, LLC, a winemaking business in Temecula, CA, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
State Registrations30 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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