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Wells Fargo Advisors, LLC

Wells Fargo Advisors, LLC | Financial Advisor in Alpharetta ,GA
Richard J. Paganelli

Richard J. Paganelli
Senior Vice President - Investments, CRPC®



"Senior Vice President - Investments"


Address:
2520 Northwinds Pkwy.
Ste. 200
Alpharetta, GA 30009

Map it | Directions | Website


(678) 893-7754

15 Years of Experience

  • Insurance License# GA 512010
  • Firm CRD# 19616
  • Series 7, 3, 65, 63, 9, 10, 31
  • CRD# 2858426

Offers & Pledges

  • I provide a free initial consultation:

Today's investment climate offers unprecedented opportunities. Our mission is to help clients take advantage of those opportunities by providing them with three key tools:

1.A clear understanding of their financial goals
2.A well-defined roadmap for achieving those goals
3.Ongoing advice to help adjust their roadmap when their needs change
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on please contact us today.


  • HighLights

HIGHLIGHTS

General Information
Firm Start Year: 1997
No.of Employees: 20-49
Insurance License#: GA 512010
Name of Broker/Dealer: Wells Fargo Advisors, LLC
Name of Custodial Firm: First Clearing
States Licensed in: GA, FL, SC, PA, NY, MO, WA, ID, NJ, OH, TX
Number of Years with Current Firm: 1
I work with the following types of clients: Individual Investors , Businesses


Services
Investment Types: Exchange Traded Funds (ETFs) , Alternative Investments , Investment Advisory Services , Stocks , Mutual Funds , Bonds


Qualifications & Memberships
Insurance and Annuity Licenses: Annuity , Disability , Life , Variable Annuity , Long Term Care , Variable Life
Firm Information
I work with clients as part of a team: Yes


Compliance
Registered Investment Advisor: Yes
Registered Representative: Yes
Investment Advisor Representative: Yes
Compliance Disclosures in Last 5 years: I have a clean record
Criminal Disclosures in Last 5 years: I have a clean record


Compensation & Fees
Fee Structure: I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts: $100,000
Compensation Methods: Based on Assets


Articles

Why the recession can be a good thing for those in debt
It's been a tough few years for most Americans, facing a constricting national - and world - economy, job losses, pay cuts and a tough employment market. It can certainly be difficult to see the good in those circumstances, but helpful things can come out of these challenging times. You don't need to be a Pollyanna, but taking a practical look at how the recession affects your personal finances can show that there are some positives. more

Five tips college students need to be credit card smart
Going to college is, for most students, the first time they'll feel really independent. And, accordingly, the rest of the world starts treating them like adults too, from the expectations of college professors to the credit card offers that will start flooding in. And just as it's important to study hard for a major, it's essential to learn what are the real benefits and repercussions of having a credit card. more

Women's finances: Embrace the power of the purse
Every woman should have a healthy relationship with money, but the reality is that many women still heavily rely on men to handle their finances. Now is the time for women to break out of the traditional role and take action to gain financial independence. more

Schedule a Free Initial Consultation

  • No obligation to hire
  • primarily to evaluate mutual fit.








Communities Served

  • NC
  • TN

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