Wells Fargo Advisors
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Purchased an annuity through wells…
Purchased an annuity through wells fargo (WF), 18 yrs ago, that is managed by an insurance company. WF only acts as a custodian. Told by WF solution folks if we moved annuity into solutions they could move into wellstrade. Pulling nails to get that done. Now, another Advisor (Egan McCarthy) telling us it's against WF policy to move an annuity into wellstrade. Good grief... Moving this money into wellstrade REMOVES ALL WF Advisors from an annual % for doing nothing!!! Insurance company who manages the IRA/Annuity is sending us the form to REMOVE WELLS FARGO AS THE CUSTODIAN all together!! Serious conflicts of interest with who those advisors work for and represent. Shame on you Wells Fargo!