Todd Beguelin, financial advisor Agoura Hills CA

Todd Beguelin

CRD Number: 1414943
Current Firm: Wells Fargo Advisors Financial Network, LLC

Todd Beguelin (CRD# 1414943) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Agoura Hills, CA and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network LLC Oxnard, CA May 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1985
S65 NASAA Investment Advisors Law Examination Nov 1997
Contact Info for Todd G. Beguelin
Phone Number: 314-875-3000
Firm Website: https://stories.wf.com/
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    103,107
    MILLIONS
  • Total Number of Accounts
    267,333
    ACCOUNTS
  • Average Account Value
    $385,689
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, WY

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