Irvine, CA 7700 Irvine Center Dr Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

11

Of 4,147 advisors across 1,134 offices

Location

7700 Irvine Center Dr, Ste 520

Irvine CA 92618

Advisors at this office

11

Advisors at this office

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Brian H

Series 66

Irvine, CA

Wells Fargo Advisors

Brian Harrison is a financial advisor with Wells Fargo Advisors in Irvine, CA, holding a Series 66 designation and 14 years of industry experience. He has worked within various Wells Fargo entities since 2013, including Wells Fargo Clearing and Wells Fargo Advisors, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of topics such as retirement, education, and niche areas like business-owner transition and special-needs planning. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with implementation options offered through the firm’s 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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Glenn S

Series 63, Series 65

Irvine, CA

Wells Fargo Advisors

Glenn Stoddard is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory role, he serves as a Director at Large for The Association for Corporate Growth Orange County, a networking organization. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides a range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers tailored recommendations supported by proprietary research and planning tools, with services addressing various financial planning needs and optional implementation 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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Wendy E

Series 63, Series 65

Irvine, CA

Wells Fargo Advisors

Wendy Eddy is a financial advisor with Wells Fargo Advisors in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Wells Fargo Advisors and its affiliates since 2009. Eddy is a member of the Ethics Board of the Investment & Wealth Institute, where she reviews administrative and disciplinary cases. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions. Advisors develop tailored recommendations using Wells Fargo’s research and tools, delivering those through meetings and written summaries, with clients deciding on implementation.

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

CFP®, Series 66

Irvine, CA

Wells Fargo Advisors

Joseph Volz is a CFP®-certified financial advisor with Wells Fargo Advisors in Irvine, CA, with 28 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he holds a 25% ownership in Alpha Sports LLC, a soccer training business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

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

Series 66

Irvine, CA

Wells Fargo Advisors

Alexandria Page is a financial advisor at Wells Fargo Advisors with nine years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Advisors since 2016. Outside of her advisory role, she has a 50% ownership interest in a rental property business in Conneaut Lake, Pennsylvania. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations delivered through meetings and written client summaries.

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

Series 66

Irvine, CA

Wells Fargo Advisors

Anne Norris is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 14 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2016. Outside of her advisory role, she has an ownership interest in Pelorus Capital Management, LLC, an investment-related business based in Irvine, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and tools to tailor recommendations for clients.

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

Series 63

Irvine, CA

Wells Fargo Advisors

Christana Freerks is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo in various capacities since 2009. Outside of her advisory role, she is a notary public in Irvine, California. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop personalized recommendations.

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

Series 66

Irvine, CA

Wells Fargo Advisors

Bryan Clark is a financial advisor with Wells Fargo Advisors in Irvine, CA, holding a Series 66 designation and with 5 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, he worked for Lighting Supply Guy from 2012 to 2020. He has a 50% ownership stake in CLARK STODDARD, LLC, an investment-related business based in Irvine. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

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

Summer M

Series 63, Series 66

Irvine, CA

Wells Fargo Advisors

Summer Miller is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using Wells Fargo research and tools to develop tailored recommendations for its clients.

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

Shalane B

Series 66

Irvine, CA

Wells Fargo Advisors

Shalane Bohle is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and US Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.

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

William H

Series 66

Irvine, CA

Wells Fargo Advisors

William Hargrove is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he serves as a trustee for Pelorus Capital Management LLC’s 401(k) plan and manages financial matters as an attorney-in-fact for a family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations for clients.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
View complete list of advisors at this office
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