Alfred Pasaoa is a CFP, ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Pleasanton, CA, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4900 Hopyard Road Suite 210, [Satellite], Pleasanton, CA, 94588
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alfred owns rental property in San Ramon, CA since 2014, dedicating minimal time. He also established Freddie Mac Investments LLC in Dublin, CA in 2023, dedicating full-time hours.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations21 states
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