Wells Fargo Advisors

Establishment and finance - Wells Fargo Advisors at 265 Ocean Avenue, Laguna Beach, CA 92651, US. On this page you will find information about the company, its opening hours of the company, telephone and address and customer testimonials.

Establishment's Laguna Beach   Finance's Laguna Beach  

Contacts

Address:
265 Ocean Avenue, Laguna Beach, CA 92651
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Website:
home.wellsfargoadvisors.com

Phone number:
+1 949-494-8038

Categories:
Establishment   Finance  

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Reviews about Wells Fargo Advisors

  • Rick Weisenberger
    Aug, 03 2018
    ★ ☆ ☆ ☆ ☆
    I had my portfolio managed by WFA Senior VP Michael H. Urner for many years. He proved to be a dishonest Con Man in my experience. He was self-serving and careless with a number of my "nest egg" investments. At the end of our relationship, I found that he flatly lied about a Lincoln Financial Annuity. In a number of conversations and emails, he described all of the details of the annuity. However in our face-to-face lunch meeting, he flatly told me that the investment would pay liquid cash of principal plus 5% compounded interest after 7 years. (The penalties BEFORE 7 years were significant.) I made the mistake of trusting Michael Urner. In my experience, he is a fraud and a crook. Strong words but true. The paperwork he prepared was all in order...so my FINRA complain was denied by Wells Fargo Advisors....because HE LIED in his formal statements to his firm and to FINRA investigators. Shame on Mr. Urner and his WFA group partners, URNER, PAUL & LEMOS. Because there was no misunderstanding, only lies and fraud, I feel strongly that I am due compensation and an apology from WFA and Michael H. Urner. Shame!
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Wells Fargo Advisors in Laguna Beach

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