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Francis Furgiuele

47 Years of Experience
Scottsdale, AZ
Broker

Francis Furgiuele is a registered investment advisor at Wells Fargo Advisors, based in Scottsdale, AZ, with 47 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

Scottsdale, AZ

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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

Francis owns 100% of Francis Furgiuele Consulting, LLC and 50% of Meridian Wealth Management Group, LLC. Both activities are investment-related and take up a full-time commitment each.

Employment History
Current Registrations
Wells Fargo Advisors
March 2023 - Present · 3 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
October 1999 - March 2023 · 23 yrs 5 mos
Wells Fargo Clearing Services, LLC
October 1990 - March 2023 · 32 yrs 5 mos
First Union Capital Markets CORP.Broker
July 1986 - October 1999 · 13 yrs 3 mos
Dean Witter Reynolds INC.Broker
November 1984 - July 1986 · 1 yr 8 mos
Shearson Lehman/american Express INC.Broker
August 1980 - October 1984 · 4 yrs 2 mos
Bache Halsey Stuart Shields IncorporatedBroker
February 1979 - September 1980 · 1 yr 7 mos
State Registrations36 states
AKALARAZCACOCTDCDEFLGAHIIDILINMAMDMEMIMTNCNHNJNVNYOHORPASCTNTXUTVAWAWIWV
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.