Nestor Turczan
Advisor at Wells Fargo Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Wells Fargo Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Pasadena, CA 91101
Credentials
Series 63, Series 65
Industry experience
38 years
Nestor Turczan is a financial advisor with Wells Fargo Advisors in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Wells Fargo Advisors and affiliated entities since 2009. Outside of his advisory role, he serves as secretary and treasurer for the Turczan Family Foundation and treasurer for Band of Brothers Outreach Inc., both nonprofit organizations. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and financial planning services, including specialized planning for business transitions, special needs, and divorce. Advisors use firm resources to develop tailored recommendations, with clients deciding how to implement them through various brokerage or advisory programs.
Based on Wells Fargo Advisors
Based on Wells Fargo Advisors
Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.
Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.
140 S Lake Ave, Ste 255
Pasadena, CA 91101
California · Texas
Wells Fargo Advisors
2018 - Present (8 years)
Wells Fargo Clearing
2016 - 2018 (2 years)
WELLS FARGO ADVISORS LLC
2009 - 2016 (7 years)
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Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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