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Amar Gogia

Advisor at Wells Fargo Clearing — Harrisonburg, VA Evelyn Byrd Ave

Updated today

Credentials

Series 66

Experience

9 years

Location

Harrisonburg, VA 22801

Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Total advisors

14,118

Across 1,476 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

Amar Gogia is a financial advisor at Wells Fargo Clearing with 9 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Centurion Solutions Group. Outside of his advisory role, he is involved in passive monitoring and progress meetings for local housing projects in Rockingham, VA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Client services

Based on Wells Fargo Clearing

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Occupation focus

Based on Wells Fargo Clearing

Retired Founder/Business Owner

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Fee options

Fixed

One-time service fees payable immediately after service; ongoing fees paid quarterly

Percentage

$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually

Commissions

Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions

Other

Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable

Location

See office

Harrisonburg, VA Evelyn Byrd Ave

2011 Evelyn Byrd Ave

Harrisonburg VA 22801

Advisors at this office

13

Most active in

Virginia

Work history

9 years of industry experience

Wells Fargo Clearing

2022 - Present • 4 years

Harrisonburg, PA

Edward Jones

2016 - 2022 • 6 years

St Louis, MO

Centurion Solutions Group

2010 - 2016 • 6 years

Harrisonburg, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael I

Series 65

Harrisonburg, VA

BPD Wealth Management LLC

Michael Ilagan is a financial advisor with BPD Wealth Management LLC in Harrisonburg, VA, holding a Series 65 designation and 18 years of industry experience. He is also employed as an emergency physician and partner at Harrisonburg Emergency Physicians since 2004. BPD Wealth Management provides discretionary portfolio management primarily for individual clients, with a multi-disciplinary investment approach that includes fundamental, technical, charting, and cyclical analysis. The firm manages approximately $4.56 million in discretionary assets and serves a range of client types, employing both long- and short-term trading strategies.

Active portfolio management Doctor or Medical Professional
user avatar

John G

Series 66

Harrisonburg, VA

GIRA & GIRA Investment Advisors LLC

John Gira III is a financial advisor at GIRA & GIRA Investment Advisors LLC with 17 years of industry experience. He has been with the firm since 2013 and holds a Series 66 designation. GIRA & GIRA Investment Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations. The firm employs a macroeconomic approach combined with fundamental and technical analysis for portfolio construction and manages assets primarily on a discretionary basis.

Active portfolio management Options & derivatives strategies
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Andrew L

CFP®, CFA®, Series 63, Series 66

Harrisonburg, VA

Strategent Financial, LLC

Andrew Lam is a CFP® and CFA® with eight years of industry experience. He has worked at Strategent Financial, LLC since 2022 and previously spent five years at Dimensional Fund Advisors. Lam also has a background in academia from his time at the University of Virginia. Strategent Financial, LLC serves individual and family clients, as well as retirement plans, trusts, estates, and corporations. The firm focuses on strategic asset allocation and modern portfolio theory, using institutional no-load mutual funds, ETFs, and select individual securities or private funds in discretionary portfolio management and financial planning.

Charitable giving & philanthropy General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

John G

Series 63, Series 65

Harrisonburg, VA

GIRA & GIRA Investment Advisors LLC

John Gira is a financial advisor with GIRA & GIRA Investment Advisors LLC in Harrisonburg, VA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with GIRA & GIRA since 2013. GIRA & GIRA Investment Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations. The firm employs a macroeconomic approach combined with fundamental and technical analysis to guide portfolio construction and offers both discretionary and non-discretionary management.

Active portfolio management Options & derivatives strategies
user avatar

Debbie B

Series 65

Harrisonburg, VA

Strategent Financial, LLC

Debbie Byerly is a financial advisor at Strategent Financial, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at Capitol Family Office, Inc. and Byerly Wealth Management. Outside of her advisory role, she is a group fitness instructor at Sentara Wellness Center and serves as a committee member for the Town of Bridgewater Industrial Development Authority. Strategent Financial, LLC provides wealth management and advisory services primarily to individuals and families, as well as retirement plans, trusts, and other entities. The firm employs strategic asset allocation and modern portfolio theory, focusing on low-cost funds, global diversification, and tax efficiency, while offering discretionary portfolio management and financial consulting.

Charitable giving & philanthropy General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Eric B

Series 65

Bridgewater, VA

J.S. Replogle & Associates LLC

Eric Barkey is a financial advisor at J.S. Replogle & Associates LLC with 16 years of industry experience. He holds the Series 65 designation and has been with J.S. Replogle & Associates since 2018. Outside of his advisory role, he owns Barkey Notary Services, LLC, a notary business to which he dedicates up to 20 hours per week. J.S. Replogle & Associates LLC provides discretionary portfolio management and financial consulting to individual and high-net-worth clients, managing approximately $40 million across about 90 accounts. The firm combines fundamental and technical investment approaches and offers services including ongoing portfolio management and targeted consulting such as deferred charitable gift planning.

Charitable giving & philanthropy
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