Ben SedilloCRD Number: 5404747
Current Firm: Wells Fargo Advisors, LLC
Ben Sedillo (CRD# 5404747) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Santa Rosa, CA and has over 9 years of experience in the finance industry.
Sherwood Investment Management
Jacobson & Breen Wealth Management, LLC
Albright Investment Management LLC
|Wells Fargo Advisors LLC||Santa Rosa, CA||Mar 2014 - Current||3|
|Wells Fargo Bank Na||Santa Rosa, CA||Feb 2014 - Current||3|
|Charles Schwab & Company, Inc.||Santa Rosa, CA||Nov 2010 - Feb 2014||3|
|Charles Schwab Bank||Santa Rosa, CA||Nov 2010 - Feb 2014||3|
|Unemployed||Pleasant Hill, CA||Jul 2010 - Nov 2010||< 1|
|Wells Fargo Bank||Greenbrae/san Francisco/point Reyes Station, CA||May 2007 - Jul 2010||3|
|Wells Fargo Investments, LLC||Greenbrae/san Francisco/point Reyes Station, CA||Aug 2007 - Apr 2009||1|
|Wells Fargo Bank||Mill Valley, CA||Mar 2007 - May 2007||< 1|
|Wells Fargo Bank||San Rafael, CA||Jan 2007 - Mar 2007||< 1|
|Wells Fargo Bank||San Rafael, CA||Oct 2006 - Jan 2007||< 1|
|Unemployed||Point Reyes Station, CA||Aug 2006 - Oct 2006||< 1|
|United States Coast Guard||Alameda, CA||Apr 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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