RB
RB

Robert Braden

21 Years of Experience
Glen Allen, VA
Broker

Robert Braden is a registered investment advisor at Wells Fargo Advisors, based in Glen Allen, VA, with 21 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

4340 Innslake Dr, Concourse Floor, 7G91, Glen Allen, VA, 23060

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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

Robert owns rental property in Wilmington, NC since 2018. He spends minimal time on this activity.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
March 2024 - Present · 2 yrs 2 mos
Wells Fargo Advisors Financial Network, LLC
March 2024 - Present · 2 yrs 2 mos
Wells Fargo Clearing Services, LLC
January 2018 - Present · 8 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
January 2018 - Present · 8 yrs 4 mos
Wells Fargo Advisors
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
LPL Financial LLCBroker
June 2010 - February 2018 · 7 yrs 8 mos
LPL Financial LLC
June 2010 - February 2018 · 7 yrs 8 mos
Wells Fargo Advisors, LLC
April 2005 - June 2010 · 5 yrs 2 mos
Wells Fargo Advisors, LLCBroker
April 2005 - June 2010 · 5 yrs 2 mos
American Express Financial Advisors, INC.
August 2004 - February 2005 · 6 mos
Ids Life Insurance CompanyBroker
August 2004 - February 2005 · 6 mos
American Express Financial Advisors INC.Broker
August 2004 - February 2005 · 6 mos
State Registrations1 state
VA
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.