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Patricia Davila Preciado

Wells Fargo Advisors Financial Network, LLC

Burbank, CA

CRD 4831416

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Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-08-31
  • CA RA
    APPROVED
    Since 2023-08-31

Branch Locations

100 N 1St. St Suite 105, First Floor, Burbank, CA 91502 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc Pasadena CA 11/2008 08/2023
Wells Fargo Advisors Financial Network, Llc Burbank CA 08/2023 Present
Previous Registrations
  • 2008-11-18 → 2023-09-12
    Ubs Financial Services Inc.
    Pasadena, CA
  • 2007-04-02 → 2008-11-19
    Morgan Stanley & Co. Llc
    Burbank, CA
  • 2005-12-16 → 2007-04-02
    Morgan Stanley Dw Inc.
    Burbank, CA
    Burbank, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-11-09
  • S66 Uniform Combined State Law Examination
    2005-11-09
Other Names
  • Patricia Davila

View on SEC IAPD

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