Edward Drake, financial advisor Encino CA
93 score

Edward Drake

CRD Number: 4434038
Current Firm: Wells Fargo Advisors, LLC

Edward Drake (CRD# 4434038) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Encino, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Encino, CA Jan 2011 - Current 5
Wells Fargo Bank Encino, CA Aug 2003 - Current 13
Wells Fargo Investments, LLC Calabasas, CA Aug 2003 - Jan 2011 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for Edward A. Drake
Phone Number: 314-875-3000
Registered State(s):
  • CA
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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