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Alan Meyer

Wells Fargo Advisors
24 Years of Experience
Temecula, CA
2 DisclosuresBroker
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Alan Meyer is a registered investment advisor at Wells Fargo Advisors, based in Temecula, CA, with 24 years of industry experience. Alan 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.

Wells Fargo Advisors
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

27630 Ynez Rd, Temecula, CA, 92591

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2014
Denied
Customer Dispute
January 2012
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
January 2011 - Present · 15 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - January 2011 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - January 2011 · 1 yr 3 mos
Banc of America Investment Services, INC.
May 2004 - October 2009 · 5 yrs 5 mos
Banc of America Investment Services, INC.Broker
September 2002 - October 2009 · 7 yrs 1 mo
State Registrations17 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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