JV
CFP
JV
CFP

Joseph Vignoni

17 Years of Experience
Temecula, CA
Broker

Joseph Vignoni is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Temecula, CA, with 17 years of industry experience. Joseph 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

27555 Ynez Road Ste 120, Temecula, CA, 92591

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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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Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
May 2022 - Present · 4 yrs 5 mos
Wells Fargo Advisors
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2019 - May 2022 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2019 - May 2022 · 3 yrs 1 mo
U.S. Bancorp Investments, INC.
October 2017 - April 2019 · 1 yr 6 mos
U.S. Bancorp Investments, INC.Broker
October 2017 - April 2019 · 1 yr 6 mos
Wells Fargo Clearing Services, LLC
January 2011 - October 2017 · 6 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - October 2017 · 6 yrs 9 mos
Wells Fargo Investments, LLC
May 2009 - January 2011 · 1 yr 8 mos
Wells Fargo Investments, LLCBroker
March 2009 - January 2011 · 1 yr 10 mos
State Registrations25 states
AZCACOFLGAHIIAIDILKYMAMIMNMONCNJNVNYOKORTNTXVAWAWI
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.
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