Andrew Baumgartner, financial advisor Beverly Hills CA
93 score

Andrew Baumgartner

CRD Number: 5328325
Current Firm: Wells Fargo Advisors, LLC

Andrew Baumgartner (CRD# 5328325) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Beverly Hills, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Beverly Hills, CA Jan 2011 - Current 5
Wells Fargo Bank Beverly Hills, CA Jul 2007 - Current 9
Wells Fargo Investments, LLC Beverly Hills, CA Dec 2009 - Jan 2011 1
Ucla Los Angeles, CA Sep 2002 - Jun 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Andrew D. Baumgartner
Phone Number: 314-875-3000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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