Lucien Anselmo
Lucien Anselmo is a registered investment advisor at Wells Fargo Advisors, based in San Diego, CA, with 13 years of industry experience. Lucien 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
4655 Executive Dr 10th Fl, [Vj-Rbo], San Diego, CA, 92121
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2022Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
State Registrations28 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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