AA
AA
Ashok Agarwalla
12 Years of Experience
Coppell, TX
1 DisclosureBroker
Ashok Agarwalla is a registered investment advisor at Wells Fargo Advisors, based in Coppell, TX, with 12 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
Coppell, TX
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2018Withdrawn
Other 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
August 2025 - Present · 1 yr 1 mo
Wells Fargo Advisors Financial Network, LLC
August 2025 - Present · 1 yr 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
August 2025 - Present · 1 yr 1 mo
Previous Registrations
Edward Jones
December 2013 - August 2025 · 11 yrs 8 mos
Edward JonesBroker
November 2013 - August 2025 · 11 yrs 9 mos
State Registrations14 states
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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.