Franc Burzotta
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 statesRegistered 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, LLCNov 2024 to now
- Morgan StanleySep 2023 to Nov 2024
- Charles Schwab & Co., Inc.Jul 2020 to Sep 2023
- Charles Schwab Bank, SsbJul 2020 to Sep 2023
- USAA Investment Management CompanyJan 2018 to May 2020
- USAA Financial Advisors, IncNov 2016 to May 2020
- USAA Financial Planning ServicesNov 2016 to May 2020
- J.P. Morgan Chase BankJul 2015 to Nov 2016
- J.P. Morgan Securities LLCJun 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 6523729
- Firm CRD
- 19616