Aamir Mohammed Lalani

Wells Fargo Advisors

2 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement Planning

Wells Fargo Advisors

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

14263 advisors

Number of Clients

1,327,695 clients

Average Client Portfolio

$456K average

Assets Under Management

$606.0B

Location

15760 Ventura Blvd Ste 1250, [Rbo], Encino, CA, 91436

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Wells Fargo Advisors

July 2024 - Present · 1 yr 7 mos

Wells Fargo Clearing Services, LLCBroker

September 2023 - Present · 2 yrs 5 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.