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Victoria C
Series 66
Coppell, TX
Wells Fargo Advisors
Victoria Canter is a financial advisor with Wells Fargo Advisors in Coppell, TX, holding a Series 66 designation and one year of industry experience. She previously worked at Edward Jones and First State Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.
Goutam D
Series 66
Coppell, TX
Wells Fargo Advisors
Goutam Datta is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years. Outside of his advisory role, he is an incorporator of the Tagore House Initiative, a nonprofit organization. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth criteria. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.
Ashok A
Series 66
Coppell, TX
Wells Fargo Advisors
Ashok Agarwalla is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 12 years. Outside of his advisory role, he is involved as a 50% owner in a business operating in Coppell, TX. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses its own research and planning tools to develop tailored recommendations, which clients may implement through brokerage or advisory programs.
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