AW
AW

Alek Wyatt

4 Years of Experience
Jacksonville, FL
Broker

Alek Wyatt is a registered investment advisor at Wells Fargo Advisors, based in Jacksonville, FL, 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

4600 Touchton Rd E, Ste 110, Jacksonville, FL, 32246

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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 Financial Network, LLCBroker
July 2023 - Present · 2 yrs 10 mos
Wells Fargo Advisors
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2022 - July 2023 · 7 mos
Wells Fargo Clearing Services, LLCBroker
December 2022 - July 2023 · 7 mos
RBC Capital Markets, LLCBroker
June 2021 - September 2022 · 1 yr 3 mos
RBC Capital Markets, LLC
June 2021 - September 2022 · 1 yr 3 mos
Equitable Advisors, LLC
May 2021 - June 2021 · 1 mo
Equitable Advisors, LLCBroker
March 2021 - June 2021 · 3 mos
State Registrations35 states
AKALAZCACOCTDCDEFLGAHIILINKYMAMDMEMNMOMSMTNCNHNJNMNYOHORPASCTNTXVAVTWA
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.