KP
CFP
KP
CFP

Kwanghyon Park

21 Years of Experience
Palo Alto, CA
Broker

Kwanghyon Park is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Palo Alto, CA, with 21 years of industry experience. Kwanghyon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14674 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

301 University Ave 2nd Fl, Palo Alto, CA, 94301

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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
July 2019 - Present · 7 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2006 - July 2019 · 12 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2006 - July 2019 · 12 yrs 7 mos
Morgan Stanley
August 2005 - December 2006 · 1 yr 4 mos
Morgan Stanley Dw INC.Broker
August 2005 - December 2006 · 1 yr 4 mos
State Registrations7 states
CAFLNJNVORPAWA
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.
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