LM
LM

Lufino Mejorado

11 Years of Experience
Sacramento, CA
1 DisclosureBroker

Lufino Mejorado is a registered investment advisor at Wells Fargo Advisors, based in Sacramento, CA, with 11 years of industry experience. Lufino 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.

Loading...

Location

2598 Fair Oaks Blvd, Sacramento, CA, 95825

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
September 2017
Other Business Activities

Lufino works as an audio engineer for Timeless Music Productions, engineering sound for weddings and parties since 2010. This activity, which is not investment-related, takes about 10-20% of Lufino's time.

Employment History
Current Registrations
Wells Fargo Advisors
January 2021 - Present · 5 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
February 2015 - Present · 11 yrs 8 mos
State Registrations1 state
CA
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.
More Advisors