Loren Biggs
Loren Biggs is a registered investment advisor at Wells Fargo Advisors, based in Palm Desert, CA, with 19 years of industry experience. Loren 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
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
77952 Country Club Rd, Palm Desert, CA, 92211
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2014Other Business Activities
Loren works as an Uber driver in San Francisco, dedicating about 10-20% of their time to transporting people. Loren also serves as a trustee for their mother-in-law, spending a few hours per week on investment-related activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Edward Jones
Edward JonesBroker
State Registrations12 states
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
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