AV
AV

Areeya Vesvoranan

3 Years of Experience
Walnut Creek, CA
Broker

Areeya Vesvoranan is a registered investment advisor at Wells Fargo Advisors, based in Walnut Creek, CA, with 3 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

Areeya works at Thai Tamarind Restaurant, taking orders, serving food, cleaning tables, and packing takeout orders. This non-investment related activity takes about 10-20% of her time.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2024 - Present · 1 yr 11 mos
Wells Fargo Advisors
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Wells Fargo Advisors
May 2024 - June 2024 · 1 mo
Wells Fargo Clearing Services, LLCBroker
November 2022 - June 2024 · 1 yr 7 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.
Areeya Vesvoranan - Financial Advisor | TrueAdvisor