Alamo, CA Danville Blvd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$617,589,353,444
ClientsTotal clients
1,298,616
AdvisorsAdvisors at this office
2
Of 14,131 advisors across 1,488 offices
Location
3157 Danville Blvd
Alamo CA 94507
Advisors at this office
2
Advisors at this office
David G
Series 63, Series 65
Alamo, CA
Wells Fargo Clearing
David Garcia is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
Asha M
Series 63, Series 66
Alamo, CA
Wells Fargo Clearing
Asha Mendes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2016 and Wells Fargo Clearing since 2019. In addition to her advisory role, Mendes is a commissioned notary public in California. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
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