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Yousef Bittar

15 Years of Experience
Los Angeles, CA
2 DisclosuresBroker

Yousef Bittar is a registered investment advisor at Wells Fargo Advisors, based in Los Angeles, CA, with 15 years of industry experience. Yousef 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

8901 W Pico Blvd, Los Angeles, CA, 90035

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
December 2020
Final
Regulatory
September 2018
Final
Employment History
Current Registrations
Wells Fargo Advisors
February 2021 - Present · 5 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
U.S. Bancorp Investments, INC.Broker
June 2017 - August 2019 · 2 yrs 2 mos
J.P. Morgan Securities LLCBroker
October 2012 - July 2016 · 3 yrs 9 mos
Chase Investment Services CORP.Broker
January 2010 - October 2012 · 2 yrs 9 mos
State Registrations9 states
AZCAFLGAIDMDNVNYPR
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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