BS
BS

Bhagwati Sangani

16 Years of Experience
Jacksonville, FL
Broker

Bhagwati Sangani is a registered investment advisor at Wells Fargo Advisors, based in Jacksonville, FL, with 16 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

4600 Touchton Rd E, Ste 110, Jacksonville, FL, 32246

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
July 2023 - Present · 2 yrs 10 mos
Wells Fargo Advisors
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2016 - July 2023 · 7 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
April 2016 - July 2023 · 7 yrs 3 mos
Suntrust Investment Services, INC.
June 2012 - March 2016 · 3 yrs 9 mos
Suntrust Investment Services, INC.Broker
November 2009 - March 2016 · 6 yrs 4 mos
Wachovia Securities, LLC
January 2007 - February 2007 · 1 mo
Wachovia Securities, LLCBroker
December 2006 - February 2007 · 2 mos
American Express Financial Advisors, INC.
January 2005 - February 2005 · 1 mo
American Express Financial Advisors INC.Broker
December 2004 - February 2005 · 2 mos
Ids Life Insurance CompanyBroker
December 2004 - February 2005 · 2 mos
State Registrations36 states
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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.