Wells Fargo Advisors
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They are brokers, not planners
My parents had an account for 10 years, and then I inherited account - and, unfortunately, advisor. I then had account for 10 more before I realized how bad he was. Even though he had CFP after his name, he did no planning. He was essentially a stockbroker with a discretionary account. When I said that I want to retire soon, instead of saying “let’s sit down and discuss”, he said “let me know when”. Well, duh. The time was NOW. I went looking for a REAL planner, when I went to transfer my account, he flagged it as “possible elder abuse” (which was bs). Bottom line, it took me almost a month to get it transferred. I ended up losing a lot of interest because of the game he was playing.