RA
RA

Ronald Arrajj

4 Years of Experience
Walnut Creek, CA
Broker

Ronald Arrajj is a registered investment advisor at Wells Fargo Advisors, based in Walnut Creek, CA, with 4 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

500 Ygnacio Valley Rd 430, [Satellite], Walnut Creek, CA, 94596

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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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Other Business Activities

Ronald serves as executor, trustee, and power of attorney for family members' estates and trusts. These investment-related activities require minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
June 2024 - Present · 2 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
June 2024 - Present · 2 yrs 1 mo
Previous Registrations
Wells Fargo Advisors
November 2022 - June 2024 · 1 yr 7 mos
Wells Fargo Clearing Services, LLCBroker
August 2022 - June 2024 · 1 yr 10 mos
Bloomberg Tradebook Canada CompanyBroker
June 2021 - February 2022 · 8 mos
Bloomberg Tradebook LLCBroker
March 2021 - February 2022 · 11 mos
State Registrations1 state
CA
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.
Ronald Arrajj - Financial Advisor | TrueAdvisor