Long Beach, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$234,452,819,935
ClientsTotal clients
455,837
AdvisorsAdvisors at this office
23
Of 4,136 advisors across 1,139 offices
Location
6460 E Pacific Coast Hwy, Ste 223
Long Beach CA 90803
Advisors at this office
23
Advisors at this office
Todd B
Series 63, Series 65
Long Beach, CA
Wells Fargo Advisors
Todd Buchner is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. In addition to his advisory role, he owns CADOX LLC, a related business based in Long Beach, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a large network of advisors. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and tools to develop customized recommendations.
Tyler C
Series 66
Long Beach, CA
Wells Fargo Advisors
Tyler Chernack is a financial advisor at Wells Fargo Advisors with 10 years of industry experience and holds a Series 66 designation. His prior work includes roles at True Farma Holding, Inc. and Workday, Inc. He is also a Certified Divorce Financial Analyst and provides financial guidance through Smart Divorce LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.
Ashley C
Series 66
Long Beach, CA
Wells Fargo Advisors
Ashley Cecala is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo Advisors since 2019 and previously worked at Wells Fargo Clearing Services LLC. Ashley took a one-year professional hiatus before returning to the financial sector. 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 specialized areas such as business-owner transition planning and special-needs analysis, using Wells Fargo research and planning tools.
Mark T
Series 63
Long Beach, CA
Wells Fargo Advisors
Mark Thornburg is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he is a partner in Timbercreek, a golf driving range in Lewisville, Texas. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and delivers tailored recommendations using proprietary research and tools, with clients able to implement these recommendations through various brokerage or advisory programs.
Timothy H
Series 66
Long Beach, CA
Wells Fargo Advisors
Timothy Hannigan is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding a Series 66 credential and 17 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to his current position. Outside of his advisory work, he volunteers as an assistant coach for youth basketball. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services and investment options, utilizing proprietary research and tools to develop tailored recommendations for clients.
Stephen S
Series 63, Series 65
Long Beach, CA
Wells Fargo Advisors
Stephen Sullaway is a financial advisor with Wells Fargo Advisors in La Jolla, CA, holding Series 63 and Series 65 credentials and 45 years of industry experience. He has worked within Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he serves as co-trustee for a family trust. 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.
Cierra S
Series 66
Long Beach, CA
Wells Fargo Advisors
Cierra Savin is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds the Series 66 designation and has prior work experience with Costco and Stefanos. 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 planning menu supported by proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.
Brittany T
Series 63, Series 66
Long Beach, CA
Wells Fargo Advisors
Brittany Taylor is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She has held roles at Wells Fargo Advisors since 2017, including a position at Wells Fargo Clearing Services, LLC prior to her current role. Taylor took a one-year break as a stay-at-home mom between 2016 and 2017. 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 and uses proprietary research and planning tools to develop tailored recommendations for clients.
Thomas T
Series 66, Series 63
Long Beach, CA
Wells Fargo Advisors
Thomas Trauger is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he is involved in entrepreneurial ventures related to real estate, including ownership in several investment properties and business interests in Costa Mesa, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory solutions with other financial products and referral channels.
Merlin M
CFP®, Series 66
Long Beach, CA
Wells Fargo Advisors
Merlin Micken is a CFP® professional with 19 years of industry experience, currently serving at Wells Fargo Advisors since 2019. Prior to this, he worked at Wells Fargo Clearing and WELLS FARGO ADVISORS LLC. He also participates as a sales representative exam committee member for FINRA. 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 and integrates advisory offerings with other financial products and referral channels.
Paul M
Series 63, Series 66
Long Beach, CA
Wells Fargo Advisors
Paul Masoner is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward D. Jones & Co., L.P. for 21 years. In addition to his role at Wells Fargo, he owns The Masoner Group LLC, an independent financial practice based in Long Beach, 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 financial planning services and investment solutions tailored to clients who meet certain net-worth thresholds.
George T
Series 66
Long Beach, CA
Wells Fargo Advisors
George Trigueros is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and having two years of industry experience. Prior to joining Wells Fargo Advisors, he worked at SchoolsFirst Credit Union and the Center For Autism and Related Disorders. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that cover cash flow, retirement, education, risk, and wealth-transfer strategies. The firm uses proprietary research and simulation tools to develop tailored recommendations, with clients deciding how to implement them through various brokerage and advisory programs.
Joseph A
Series 66
Long Beach, CA
Wells Fargo Advisors
Joseph Addy is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 23 years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked at UnionBanc Investment Services for nine years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu that includes retirement, education, risk, and wealth-transfer planning, as well as specialized offerings such as business-owner transition and special-needs analysis. The firm employs proprietary research, planning tools, and simulation models to develop tailored recommendations delivered through client meetings and summary reports.
Serina F
Series 63, Series 65
Long Beach, CA
Wells Fargo Advisors
Serina Foster is a financial advisor with Wells Fargo Advisors in Long Beach, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing in multiple tenures since 2012, with a brief period at UBS Financial Services. Outside of her advisory role, she is a wellness advocate selling essential oils through DoTERRA Essentials. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients who meet a net-worth threshold. The firm integrates advisory services with various financial product sales and referral channels, delivering recommendations based on proprietary research and planning tools.
August D
Series 66
Long Beach, CA
Wells Fargo Advisors
August Deangelo Jr. is a Series 66 licensed financial advisor with Wells Fargo Advisors in Long Beach, CA, where he has worked since 2019. He has five years of industry experience, including prior roles at Murphy, Murphy, and Murphy Inc and a brief period working in the travel industry. Outside of finance, he also spent time associated with Duck Foot Brewing Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to high-net-worth individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored client recommendations, with clients deciding how to implement them through various brokerage or advisory options.
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