Andrew Charles Turner
Investment adviser representative at Wells Fargo Investment Institute, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$43BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Wells Fargo Investment Institute, Inc.Jan 2026 to now
- Investure, LLCAug 2024 to Jan 2026
- Wells Fargo Investment Portfolio - ReinsuranceJul 2019 to Aug 2024
- Wells Fargo SecuritiesJul 2017 to Jul 2019
- The Vanguard Group, Inc.Feb 2014 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wells Fargo Investment Institute, Inc.
$43BAssets managed
12,216Clients
52Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6153200
- Firm CRD
- 133204