EB
EB

Elsa Balli

19 Years of Experience
San Antonio, TX
Broker

Elsa Balli is a registered investment advisor at Wells Fargo Advisors, based in San Antonio, TX, 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
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

434 N. Loop 1604 West, Suite 2203, San Antonio, TX, 78232

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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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Other Business Activities

Elsa has several rental property holdings, some owned jointly with her spouse, and some individually. Her spouse also owns Balli Management Group LLC and Fernando R. Balli DBA Balli Group of Companie, where Elsa is a check signer.

Employment History
Current Registrations
Wells Fargo Advisors
March 2023 - Present · 3 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - March 2023 · 15 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - March 2023 · 15 yrs 2 mos
A. G. Edwards & Sons, INC.
April 2007 - January 2008 · 9 mos
A. G. Edwards & Sons, INC.Broker
December 2006 - January 2008 · 1 yr 1 mo
State Registrations19 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.
Elsa Balli - Financial Advisor | TrueAdvisor