Coppell, TX S Belt Line Road Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

3

Of 4,145 advisors across 1,134 offices

Location

1199 S Belt Line Road, Suite 102

Coppell TX 75019

Advisors at this office

3

Advisors at this office

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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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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