DP
DP

Daniel Pagilagan

19 Years of Experience
Lakewood, CA
1 DisclosureBroker

Daniel Pagilagan is a registered investment advisor at Wells Fargo Advisors, based in Lakewood, CA, with 19 years of industry experience. Daniel 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
14699 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

4711 Candlewood St, Lakewood, CA, 90712

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History

Regulatory History (1)
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Judgment / Lien
April 2025
Employment History
Current Registrations
Wells Fargo Advisors
November 2014 - Present · 11 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
November 2014 - Present · 11 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - December 2014 · 2 yrs 2 mos
J.P. Morgan Securities LLCBroker
October 2012 - December 2014 · 2 yrs 2 mos
Chase Investment Services CORP.Broker
June 2010 - October 2012 · 2 yrs 4 mos
Chase Investment Services CORP.
June 2010 - October 2012 · 2 yrs 4 mos
Metlife Securities INC.
February 2007 - September 2009 · 2 yrs 7 mos
Metlife Securities INC.Broker
January 2007 - September 2009 · 2 yrs 8 mos
Metropolitan Life Insurance CompanyBroker
January 2007 - July 2007 · 6 mos
State Registrations7 states
AZCAIDNCNVTXUT
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.