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Patricia Preciado

20 Years of Experience
Burbank, CA
Broker

Patricia Preciado is a registered investment advisor at Wells Fargo Advisors, based in Burbank, CA, with 20 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

100 N 1st. St, Suite 105, First Floor, Burbank, CA, 91502

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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
August 2023 - Present · 3 yrs 1 mo
Wells Fargo Advisors
August 2023 - Present · 3 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
November 2008 - September 2023 · 14 yrs 10 mos
UBS Financial Services INC.Broker
November 2008 - September 2023 · 14 yrs 10 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley & CO. Incorporated
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley
December 2005 - April 2007 · 1 yr 4 mos
Morgan Stanley Dw INC.Broker
August 2005 - April 2007 · 1 yr 8 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.
Patricia Preciado - Financial Advisor | TrueAdvisor