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Debra Dillon

8 Years of Experience
Annapolis, MD
Broker

Debra Dillon is a registered investment advisor at Wells Fargo Advisors, based in Annapolis, MD, with 8 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

326 First St, Ste 200, Annapolis, MD, 21403

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Debra co-owns rental property in Annapolis, MD with her spouse since 2022. She dedicates minimal time to this activity.

Employment History
Current Registrations
Wells Fargo Advisors
March 2018 - Present · 8 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2017 - Present · 8 yrs 8 mos
State Registrations18 states
ALCODCDEFLGAKYMDMIMNNENJNYOHORSCVAWV
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.
Debra Dillon - Financial Advisor | TrueAdvisor