PV
PV

Peter Vandyk

24 Years of Experience
Charlotte, NC
1 DisclosureBroker

Peter Vandyk is a registered investment advisor at Wells Fargo Advisors, based in Charlotte, NC, with 24 years of industry experience. Peter 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
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.

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Location

401 S Tryon St, Charlotte, NC, 28202

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History

Regulatory History (1)
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Financial
April 2020
Final
Employment History
Current Registrations
Wells Fargo Advisors
June 2022 - Present · 4 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
March 2022 - Present · 4 yrs 7 mos
Wells Fargo Clearing Services, LLC
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Waddell & ReedBroker
August 2019 - August 2021 · 2 yrs
Century Securities Associates, INC.Broker
January 2012 - August 2019 · 7 yrs 7 mos
Stifel, Nicolaus & Company, IncorporatedBroker
August 2009 - August 2019 · 10 yrs
Chase Investment Services CORP.Broker
April 2006 - July 2009 · 3 yrs 3 mos
Wm Financial Services, INC.Broker
August 2005 - September 2005 · 1 mo
Scudder Distributors, INC.Broker
May 2001 - July 2005 · 4 yrs 2 mos
State Registrations1 state
NC
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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