Alexander Voils, financial advisor San Diego CA
93 score

Alexander Voils

CRD Number: 5504512
Current Firm: Wells Fargo Advisors, LLC

Alexander Voils (CRD# 5504512) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in San Diego, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC San Diego, CA Dec 2015 - Current 1
Mission Valley Ymca San Diego, CA Aug 2003 - Current 13
Ameriprise Financial Services, Inc. San Diego, CA Oct 2009 - Dec 2015 6
Tripoint Mortgage San Diego, CA Oct 2007 - Apr 2008 < 1
Voils Financial San Diego, CA Apr 2006 - Apr 2008 2
Prime Selection San Diego, CA Dec 2007 - Feb 2008 < 1
First Financial Real Estate Services San Diego, CA Sep 2007 - Sep 2007 < 1
Priorty Financial, Bm Real Estate Services, Inc. Calabasas, CA Aug 2007 - Aug 2007 < 1
1st Financial La Jolla, CA Jun 2007 - Jul 2007 < 1
Bay Pacific Funding, Inc. Cardiff By The Sea, CA May 2007 - May 2007 < 1
Capital Lending Experts/platinum Real Estate Network San Diego, CA Apr 2007 - Apr 2007 < 1
Prime One Mortgage San Diego, CA Jun 2004 - Mar 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Alexander J. Voils
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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