Rex Wang

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 08/2017
  Waddell & Reed, Inc
  Campbell, CA
• 03/2012 → 08/2017
  Various Insurance Carriers For W & R Insurance Agencies
  San Jose, CA
• 10/2017 → 11/2024
  Pruco Securities, Llc.
  San Jose, CA
• 10/2017 → 04/2026
  Prudential Insurance Company Of America
  San Jose, CA
• 11/2024 → 04/2026
  Lpl Enterprise, Llc
  San Jose, CA
• 04/2026 → Present
  Wells Fargo Advisors Financial Network, Llc
  San Jose, CA

Previous Registrations

• 2024-11-14 → 2026-04-06
  Lpl Enterprise, Llc
  San Jose, CA
• 2017-12-12 → 2024-11-14
  Pruco Securities, Llc.
  San Jose, CA
• 2012-03-06 → 2017-08-09
  Waddell & Reed
  Seattle, WA
  Cupertino, CA
• 2011-05-03 → 2011-12-23
  Cambridge Investment Research Advisors, Inc.
  San Jose, CA
• 2009-09-15 → 2011-03-04
  Oneamerica Securities, Inc.
  Fresno, CA
  San Jose, CA
• 2005-11-14 → 2009-08-25
  Ameriprise Financial Services, Llc
  Campbell, CA
  San Jose, CA

Exams

• S66 Uniform Combined State Law Examination
  2005-11-11

Other Names

• Rex Wang