Ashok Agarwalla
Ashok Agarwalla is a registered investment advisor at Wells Fargo Advisors, based in Coppell, TX, with 12 years of industry experience. Ashok is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B 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
1199 S Belt Line Road, Suite 102, Coppell, TX, 75019
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Regulatory History (1)
Customer Dispute
November 2018Other Business Activities
Ashok owns rental property in West Palm Beach, FL since 2013, with his wife managing the administrative side. He spends minimal time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations14 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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