HN
HN

Hasan Najmuddin

10 Years of Experience
Agoura Hills, CA
Broker

Hasan Najmuddin is a registered investment advisor at Wells Fargo Advisors, based in Agoura Hills, CA, with 10 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

30300 Agoura Rd, Ste B-280, Agoura Hills, CA, 91301

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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
November 2022 - Present · 3 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
J.P. Morgan Securities LLC
April 2020 - November 2022 · 2 yrs 7 mos
J.P. Morgan Securities LLCBroker
April 2020 - November 2022 · 2 yrs 7 mos
TD Ameritrade Investment Management, LLC
March 2018 - April 2020 · 2 yrs 1 mo
TD Ameritrade, INC.Broker
March 2018 - April 2020 · 2 yrs 1 mo
TD Ameritrade, INC.
March 2018 - April 2020 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2017 - March 2018 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2017 - March 2018 · 9 mos
J.P. Morgan Securities LLCBroker
October 2015 - June 2017 · 1 yr 8 mos
State Registrations34 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.
Hasan Najmuddin - Financial Advisor | TrueAdvisor