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WFA OF SAN DIEGO, LLC
WFA OF SAN DIEGO, LLC
WFA OF SAN DIEGO
SAN DIEGO, California
·
1 registered advisor
·
CRD# 307404
SEC# 801-118131
1
(619) 491-0225
01
Firm Overview
AUM
$173M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FINANCIAL PLANNNING FEE
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WFA OF SAN DIEGO, LLC
1 registered advisor
Louis David Dworsky
SAN DIEGO, California
CRD# 1689624
05
Office Locations
SAN DIEGO, California
1 advisor
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Data sourced from SEC Form ADV filings. WFA OF SAN DIEGO, LLC (CRD# 307404) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.