Christal Vargas
Investment adviser representative at Wells Fargo Advisors
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$252.3BFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Wells Fargo Advisors Financial Network, LLCApr 2025 to now
- UBS Financial Services Inc.Jan 2023 to Apr 2025
- Dew Wealth Management, LLCMar 2022 to Nov 2022
- LPL Financial, LLCJan 2020 to Mar 2022
- Private Advisor Group, LLCJan 2020 to Mar 2022
- Altman Advisors IncJun 2019 to Dec 2019
- Shapiro + RajDec 2017 to Apr 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Dec 2017
- Wells Fargo Home MortgageJan 2012 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 6524874
- Firm CRD
- 11025