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Andrea Henry

6 Years of Experience
Gilbert, AZ
Broker

Andrea Henry is a registered investment advisor at Wells Fargo Advisors, based in Gilbert, AZ, with 6 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

365 E Germann Road Suite 360, Gilbert, AZ, 85297

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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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Other Business Activities

Andrea is a sales consultant for Norwex, selling chemical-free cleaning products since 2018. This requires minimal time each month and no time during trading hours.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2024 - Present · 1 yr 8 mos
Wells Fargo Advisors
November 2024 - Present · 1 yr 8 mos
Previous Registrations
Wells Fargo Advisors
August 2020 - November 2024 · 4 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
December 2019 - November 2024 · 4 yrs 11 mos
State Registrations33 states
AKALAZCACOCTFLGAIAIDILINKSLAMAMIMNMONCNHNMNYOHOKORPASCTNTXUTVAWAWI
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.
Andrea Henry - Financial Advisor | TrueAdvisor