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Albert Aiad

10 Years of Experience
El Segundo, CA
1 DisclosureBroker

Albert Aiad is a registered investment advisor at Wells Fargo Advisors, based in El Segundo, CA, with 10 years of industry experience. Albert 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

2141 Rosecrans Ave Ste 4100, [Lg/Lb-Rbo], El Segundo, CA, 90245

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History

Regulatory History (1)
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Judgment / Lien
November 2016
Other Business Activities

Albert has 100% ownership in High Society, a music publishing business in Brentwood, CA, since 2014. This activity takes about half of his time.

Employment History
Current Registrations
Wells Fargo Advisors
July 2024 - Present · 2 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2021 - December 2023 · 2 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
March 2017 - December 2023 · 6 yrs 9 mos
Transamerica Financial Advisors, INCBroker
May 2016 - October 2016 · 5 mos
J.P. Morgan Securities LLCBroker
November 2012 - May 2014 · 1 yr 6 mos
State Registrations13 states
CACOCTFLKSLAMDMONJNVNYTXWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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