EA
EA

Eric Azevedo

8 Years of Experience
Lehi, UT
Broker

Eric Azevedo is a registered investment advisor at Wells Fargo Advisors, based in Lehi, UT, 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

3300 Triumph Blvd, Suite 340, Lehi, UT, 84043

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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
July 2024 - Present · 1 yr 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Wells Fargo Advisors
February 2018 - July 2024 · 6 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
February 2018 - July 2024 · 6 yrs 5 mos
Edward Jones
August 2017 - February 2018 · 6 mos
Edward JonesBroker
July 2017 - February 2018 · 7 mos
State Registrations23 states
AKAZCACODCFLIAIDMAMIMOMTNCNMNVNYOKSDTNTXUTWAWY
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.
Eric Azevedo - Financial Advisor | TrueAdvisor