Robert Felton is a registered investment advisor at Wells Fargo Advisors, based in Wheeling, WV, with 7 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2001 Main Street, Suite 701, Wheeling, WV, 26003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert has a 50% ownership in Felton Co. LTD LLC, which holds rental property, dedicating minimal time. He also serves on the City of Wheeling's Entertainment Endowment Committee and Board of Zoning Appeals, each requiring minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations34 states
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