Best-in-State · rank 27 · Scottsdale, Arizona · listed firm: Source Private Wealth | Wells Fargo Advisors
Logo asset (hotlink-protected, view at source): https://fa.wellsfargoadvisors.com/assets/wells-fargo-logo.svg
Identity & firm
- Firm — Wells Fargo Advisors (high)
- “Managing Director - Investments” — firm_official
- Parent company — Wells Fargo (high)
- “Wells Fargo Advisors” — firm_official
- Firm type — wirehouse (high)
- “Wells Fargo Advisors” — firm_official
- Team name — gap: not_found_after_search
- Team size — gap: not_found_after_search
- CRD — gap: not_public
- Years experience — gap: not_found_after_search
- Designations — CFP, CIMA (high)
- “CFP (Certified Financial Planner), CIMA (Chartered Investment Manager Associate)” — firm_official
Book of business
- Team AUM ($M) — 1400 (high)
- “Team Assets (Custodied)":"$1.4B” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business":"$1M” — forbes_shook
- Typical client net worth ($M) — 11 (high)
- “Typical Net Worth of Relationships":"$2-20M” — forbes_shook
- Client niche — generalist (medium)
- “I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan.” — firm_official
- Custodians — not_applicable (high)
- “Wells Fargo Advisors” — firm_official
- Fee model — gap: not_found_after_search
Positioning & marketing
- Website url — https://fa.wellsfargoadvisors.com/shalene-caldwell (high)
- Value proposition (verbatim) — I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. (high)
- “I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan.” — firm_official
- Differentiators — Comprehensive financial planning, Retirement planning expertise, Wells Fargo Investment Institute resources (medium)
- “helping you select individual investments to developing a retirement plan. Services include retirement planning, investment guidance, insurance, and advisory services, leveraging Wells Fargo Investment Institute resource” — firm_official
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — gap: not_public
- Social presence — gap: not_found_after_search
- Press awards — gap: not_found_after_search
Visual brand
- Has distinct logo — no (high)
- “Wells Fargo Advisors” — firm_official
- Logo url — https://fa.wellsfargoadvisors.com/assets/wells-fargo-logo.svg (medium)
- “Wells Fargo Advisors” — firm_official
- Visual brand notes — Wells Fargo Advisors corporate branding; blue and white palette with Wells Fargo stagecoach logo (medium)
- “Wells Fargo Advisors” — firm_official