Wells Fargo Advisors
Financial Advisor
Why pick this one
Wells Fargo Advisors provides Asheville-based investment and retirement planning through multiple advisors, including CFP® Roger Aiken.
Best for
- retirement planning
- estate planning strategies
- education funding and 529 plans
- IRA strategies
- investment and insurance planning
- business financial services
- stock option planning
Look elsewhere if
- customers seeking FDIC-insured deposits or standard deposit banking
- customers seeking products without investment risk or potential loss of principal
Specialties
- retirement planning
- estate planning strategies
- education funding and 529 plans
- IRA strategies
- advisory services
- business services
- insurance
- long-term care insurance
- stock options
- lending services
Certifications
- CFP®
- Member SIPC
- Registered broker-dealer
What makes them different
- Asheville branch has 11 listed financial advisors
- Branch includes the Aiken Meyer Whatley Private Wealth Management Group, Starnes & Maultsby Financial Strategies Group, and Weinkle Batson Investment Consulting Group
- Roger Aiken is listed as CFP®, Managing Director, and Branch Manager
- Jason Marshall's listed experience includes Wells Fargo Advisors since 2006, preceded by Merrill Lynch and UBS
- Advisors list securities registrations across multiple U.S. states
- Serves
- Asheville
Distilled from this business's own website.
Contact & Location
- Address
- 190 Biltmore Avenue, Asheville, NC 28801
- Phone
- 8282525252
- Website
- https://home.wellsfargoadvisors.com/001_25?exci...
- roger.aiken@wellsfargoadvisors.com
Services
- financial planning
- investment advisory
- securities brokerage
- retirement planning
- estate planning
- education funding
- insurance planning
- lending services