Daniel
West

Wells Fargo Advisors Financial Network, LLC

CRD#2704858
Investment Advisor
in Raleigh, NC
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About this Advisor

Daniel West is an investment advisor in Raleigh, North Carolina. Currently a registered investment advisor at Wells Fargo Advisors Financial Network, LLC, West has 10 years of work experience. West has Series 63 and Series 66 licenses, qualifying them as a securities representative. West is registered to act as an advisor based out of North Carolina and Texas. Their career trajectory has included roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Advisors Financial Network, LLC. Wells Fargo Advisors Financial Network, LLC is based out of Raleigh, North Carolina, and has 729 other offices in the country. Overall, Wells Fargo Advisors Financial Network, LLC oversees $49 billion in assets dispersed across 149,098 client accounts and employs more than 1,997 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the country. The firm manages 106,411 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 41% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Wells Fargo Advisors Financial Network, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3101 Glenwood Ave Ste 213
Raleigh, NC 27612

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Wells Fargo Advisors Financial Network, LLC Brokerage Details

Total Assets Under Management

$49,150,005,551

NC Average: $11,469,110,461
Total Number of Employees

1,997

NC Average: 458
Total Number of Accounts

149,098

NC Average: 33,415
Average Account Size

$329,649

NC Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Daniel West Work History

Daniel has 10 years of experience.

2013 - Present (6 years)

Wells Fargo Advisors Financial Network, LLC

2009 - 2013 (4 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 years)

Wachovia Securities, LLC

Disclosures

Daniel West has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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