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Amanda Brown

23 Years of Experience
La Jolla, CA
Broker

Amanda Brown is a registered investment advisor at Wells Fargo Advisors, based in La Jolla, CA, with 23 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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

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Location

4225 Executive Square Suite 570, [Satellite], La Jolla, CA, 92037

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2024 - Present · 1 yr 11 mos
Wells Fargo Advisors
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Wells Fargo Advisors
June 2009 - June 2024 · 15 yrs
Wells Fargo Clearing Services, LLCBroker
June 2009 - June 2024 · 15 yrs
Citigroup Global Markets INC.Broker
June 2006 - June 2009 · 3 yrs
Citigroup Global Markets INC.
June 2006 - June 2009 · 3 yrs
Morgan Stanley
October 2002 - June 2006 · 3 yrs 8 mos
Morgan Stanley Dw INC.Broker
September 2002 - June 2006 · 3 yrs 9 mos
State Registrations1 state
CA
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.