CV
CFP
CV
CFP

Christal Vargas

9 Years of Experience
Lake Forest, IL
Broker

Christal Vargas is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Lake Forest, IL, with 9 years of industry experience. Christal 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4184 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

100 N. Field Drive, Suite 120, Lake Forest, IL, 60045

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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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Employment History
Current Registrations
Wells Fargo Advisors
May 2025 - Present · 1 yr 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
May 2025 - Present · 1 yr 5 mos
Previous Registrations
UBS Financial Services INC.
January 2023 - April 2025 · 2 yrs 3 mos
UBS Financial Services INC.Broker
January 2023 - April 2025 · 2 yrs 3 mos
Dew Wealth Management
March 2022 - July 2022 · 4 mos
Private Advisor Group, LLC
April 2020 - January 2023 · 2 yrs 9 mos
LPL Financial LLCBroker
January 2020 - March 2022 · 2 yrs 2 mos
Altman Advisors
June 2019 - December 2019 · 6 mos
Wells Fargo Clearing Services, LLC
March 2016 - November 2017 · 1 yr 8 mos
Wells Fargo Clearing Services, LLCBroker
October 2015 - November 2017 · 2 yrs 1 mo
State Registrations35 states
ALARAZCACOCTDCFLGAIAILINKYLAMAMDMIMNMOMTNCNDNJNVNYOHOKORPASCTNTXVAWAWI
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.
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