Andrea Doolan is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Wilmington, NC, with 19 years of industry experience. Andrea is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B 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
1979 Eastwood Road, Suite 104, Wilmington, NC, 28403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrea owns multiple rental properties through sole proprietorships, ACM Real Estate Management LLC, and the Andrea Christine Murphy Trust. She spends minimal time annually on the sole proprietorships, but about a few hours per week on ACM Real Estate Management.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations37 states
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Exams
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