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Eric Daniel

17 Years of Experience
Fresno, CA
Broker

Eric Daniel is a registered investment advisor at Wells Fargo Advisors, based in Fresno, CA, with 17 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

8080 N Palm Ave, Ste 106, Fresno, CA, 93711

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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
September 2022 - Present · 3 yrs 8 mos
Wells Fargo Advisors
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
February 2021 - September 2022 · 1 yr 7 mos
Wells Fargo Clearing Services, LLC
February 2021 - September 2022 · 1 yr 7 mos
Wells Fargo Clearing Services, LLCBroker
February 2017 - January 2021 · 3 yrs 11 mos
Wells Fargo Clearing Services, LLC
February 2017 - January 2021 · 3 yrs 11 mos
Wells Fargo Advisors, LLC
February 2011 - January 2016 · 4 yrs 11 mos
Wells Fargo Advisors, LLCBroker
February 2011 - January 2016 · 4 yrs 11 mos
Wells Fargo Investments, LLC
June 2006 - August 2009 · 3 yrs 2 mos
Wells Fargo Investments, LLCBroker
June 2006 - August 2009 · 3 yrs 2 mos
State Registrations21 states
AKALAZCACOFLGAHIIAIDILKSMONCNENMOKORTXWAWY
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.