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Victor Reskin

47 Years of Experience
Los Angeles, CA
5 DisclosuresBroker

Victor Reskin is a registered investment advisor at Wells Fargo Advisors, based in Los Angeles, CA, with 47 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B

Fee Structure

Minimum Investment:$250K
  • Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000
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Location

10877 Wilshire Blvd, Ste 1700, Los Angeles, CA, 90024

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History

Regulatory History (5)
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Customer Dispute
April 2025
Denied
Customer Dispute
July 2012
Settled
Customer Dispute
May 2009
Settled
Customer Dispute
February 2003
Denied
Customer Dispute
January 1995
Settled
Other Business Activities

Victor has a 2% ownership in Dynamic Upright MRI LTD Partnership, which is not investment-related. He also serves as co-trustee for his mother's trust, dedicating minimal time to both activities.

Employment History
Current Registrations
Wells Fargo Advisors
February 2012 - Present · 14 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
November 1998 - February 2012 · 13 yrs 3 mos
UBS Financial Services INC.Broker
November 1998 - February 2012 · 13 yrs 3 mos
Prudential Securities IncorporatedBroker
April 1991 - October 1998 · 7 yrs 6 mos
Lehman Brothers INC.Broker
May 1983 - April 1991 · 7 yrs 11 mos
Oppenheimer & CO., INC.Broker
February 1979 - September 1982 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - March 1980 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
October 1977 - September 1978 · 11 mos
State Registrations11 states
AZCAFLHIIDNVNYORUTVAWA
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.