At Wells Fargo Advisors, we believe we are the firm of choice - one that others look to join, with local leadership that truly cares for you and your clients.
About the Los Angeles Market
The LA Market has a very senior leadership team and understands that every practice is different. We aim to support you in the way that is most relevant to you. We help to connect you to the tools that will most successfully allow you to grow both wallet share and market share, and work tirelessly to partner with you in pursuit of your goals. Culture, camaraderie, and a focus on best practices are some of the hallmarks of the LA Market.
Level up your practice with Wells Fargo Advisors
Business model choice
From full service to independence – you decide which affiliation model is right for you, your practice, and your clients.• Private Client Group (PCG) Traditional broker-dealer model
• Wealth Brokerage Services (WBS) Bank/brokerage partnership model
• Wells Fargo Advisors Financial Network (FiNet) Independent contractor advisors
Practice support
Access high-net-worth and specialized solutions that break you out of silos. Leverage our capabilities and solutions to provide your clients with more than a “traditional” brokerage experience including Asset Management, Treasury Management Services, Custody Services, Advice & Planning, and Trust Services.Full career lifecycle support
You’ll have the resources needed for more growth potential and to deepen relationships with your clients.• CAPITAL SUPPORT: Start-up capital; business succession support; business valuation services; M&A opportunity.
• ADVISOR TECHNOLOGIES: Suite of client planning, proposal, and reporting tools (LifeSync® in the Wells Fargo® Mobile app); eMoney planning software; strategic client-centric advisor platform (Advisor Gateway).
• ADVISOR DEVELOPMENT: Robust coaching programs for new and experienced advisors; mentoring programs and summits for diverse advisor segments; and support for the Private Wealth Financial Advisor (PWFA) title
Competitive and easy-to-understand compensation
With an industry-leading transition package, compensation plan, and retirement program, we can cover you from your onboarding to your succession. We offer one of the most lucrative succession plans, as compared to our competitors, for both retiring financial advisors and those who wish to acquire books of business.
“I invite you to learn more about why so many top-performing FAs have joined our market over the last several years. We have a best-in-class platform that is strategically built for helping you grow your clients' wealth and your overall practice. Our track record of success speaks for itself. I look forward to learning more about what’s important to you.”
- Paul Vannuki, Managing Director – Los Angeles Market
Connect with one of our Los Angeles Market Wealth Managers today
Let’s set up time to talk about transitioning to Wells Fargo Advisors. Reach out to one of our managers today for a confidential conversation.
Phil Winterson
Branch Complex Director
Beverly Hills
Direct: 310.285.5851
Mobile: 310.647.7555
Contact ⟩
Kevin Laursen
Branch Complex Senior Manager
Beverly Hills | Downtown Los Angeles
Direct: 213.651.3305
Contact ⟩