Frisco, TX 2500 Legacy Dr Suite 226 Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

2

Of 4,147 advisors across 1,136 offices

Location

2500 Legacy Dr, Suite 226

Frisco TX 75034

Advisors at this office

2

Advisors at this office

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Robert R

Series 63, Series 66

Frisco, TX

Wells Fargo Advisors

Robert Riley Jr. is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors and LPL Financial LLC during his career. Outside of advising, he is involved in livestock trading. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services supported by proprietary research and tools.

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

Series 66

Frisco, TX

Wells Fargo Advisors

Jacob Wilson is a financial advisor with Wells Fargo Advisors in Frisco, TX, holding a Series 66 designation and 13 years of industry experience. His prior roles include seven years at LPL Financial LLC and several years with Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory work, he serves in the US Air Force Reserve. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions including cash-flow, retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and tools to develop tailored recommendations delivered through meetings and written reports.

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