Fernando Barzana, financial advisor Miami FL
93 score

Fernando Barzana

CRD Number: 5381840
Current Firm: Wells Fargo Advisors, LLC

Fernando Barzana (CRD# 5381840) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Miami, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Miami, FL Jun 2016 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Coral Gables, FL Feb 2013 - Jun 2016 3
Noesis Capital Corp. Boca Raton, FL Jun 2010 - Dec 2012 2
International Assets Advisory, LLC Miami, FL Apr 2009 - May 2010 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Coral Gables, FL Jul 2007 - Apr 2009 1
Stewart De La Vega Coral Gables, FL Nov 2006 - Jun 2007 < 1
Kw Property Management Coral Gables, FL May 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Fernando Barzana
Phone Number: 314-875-3000
Registered State(s):
  • FL
  • 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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