Robert Nagle, financial advisor San Luis Obispo CA
90 score

Robert Nagle

CRD Number: 6138044
Current Firm: Wells Fargo Advisors, LLC

Robert Nagle (CRD# 6138044) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in San Luis Obispo, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC San Luis Obispo, CA May 2016 - Current < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - May 2016 1
Morgan Stanley San Luis Obispo, CA Nov 2012 - May 2016 3
Jim Maino, Ric, Inc. Avila Beach, CA Jun 2012 - Sep 2012 < 1
Santa Barbara Bank & Trust San Luis Obispo, CA Jun 2008 - Apr 2012 3
San Luis Obispo County Pension Trust San Luis Obispo, CA Aug 1999 - May 2008 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Robert J. Nagle
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
90
Clean Record
This advisor has a clean track record with regulators.

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