AB
AB

Angelina Barfield

6 Years of Experience
Warminster, PA
1 DisclosureBroker

Angelina Barfield is a registered investment advisor at Wells Fargo Advisors, based in Warminster, PA, with 6 years of industry experience. Angelina 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

732 W Street Rd, Warminster, PA, 18974

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.
Financial
February 2017
Final
Employment History
Current Registrations
Wells Fargo Advisors
April 2024 - Present · 2 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
Santander Securities LLCBroker
January 2020 - February 2024 · 4 yrs 1 mo
State Registrations4 states
FLINNJPA
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