Kevin Bacharach is a registered investment advisor at Wells Fargo Advisors, based in Walnut Creek, CA, with 15 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
100 Pringle Ave, Suite 550, Walnut Creek, CA, 94596
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin has a 20% ownership in CSB Partners LP, involved in real estate investments, and BPGE Capital Management LLC. He also serves as trustee for his father's trust and co-trustee for his grandfather's trust, dedicating minimal time to BPGE Capital Management and no time to the other activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations41 states
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