AS
CFP
AS
CFP

Adri Senecal

22 Years of Experience
Jacksonville, FL
Broker

Adri Senecal is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Jacksonville, FL, with 22 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

5011 Gate Parkway, Suite 200 Building 100, Jacksonville, FL, 32256

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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

Adri serves as executor for their uncle and aunt's estates, both investment-related activities. These responsibilities require a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Wells Fargo Advisors
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2006 - August 2023 · 16 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
November 2006 - August 2023 · 16 yrs 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
October 2005 - November 2006 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2005 - November 2006 · 1 yr 1 mo
MML Investors Services, INC.
January 2005 - May 2005 · 4 mos
MML Investors Services, INC.Broker
November 2004 - May 2005 · 6 mos
Spurling Kemp Wealth Management, LLC
January 2004 - August 2004 · 7 mos
Cambridge Investment Research, INC.Broker
July 2003 - August 2004 · 1 yr 1 mo
State Registrations19 states
ALARCACOCTDEFLGAILINMDNCNENYPASCTXVAWA
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.
Adri Senecal - Financial Advisor | TrueAdvisor