Victor Carrizal
Victor Carrizal is a registered investment advisor at Wells Fargo Advisors, based in Evanston, IL, with 19 years of industry experience. Victor 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
2289 West Howard St, Evanston, IL, 60202
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2023Other Business Activities
Victor is the 100% owner of Formaya, LLC, a real estate business, dedicating about 10-20% of his time. He also owns rental property, spending minimal time on it.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations16 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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