Rainier Radoc, financial advisor Lake Elsinore CA

Rainier Radoc

CRD Number: 6179797
Current Firm: Wells Fargo Clearing Services, LLC

Rainier Radoc (CRD# 6179797) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Lake Elsinore, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC San Diego, CA Jun 2020 - Current 1
Jp Morgan Securities LLC Chino, CA Mar 2013 - Jun 2020 7
Jp Morgan Chase Bank Chino, CA Jun 2012 - Jun 2020 8
Bank Of America, N.a. Riverside, CA Feb 2008 - Jun 2012 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2016
S63 Uniform Securities State Law Examination Jul 2013
Contact Info for Rainier A. Radoc
Phone Number: 314-875-3000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
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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