Andrew Sam Tran
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Wells Fargo Clearing Services, LLCAug 2024 to now
- Tywl Wealth Advisors, LLCJan 2020 to Aug 2024
- Avantax Advisory ServicesJan 2020 to Mar 2024
- Avantax Insurance Services, IncJan 2020 to Mar 2024
- Avantax Investment Services, Inc.Jan 2020 to Mar 2024
- Morgan StanleyJun 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 6285010
- Firm CRD
- 19616