Vincent DiCarlo Named as Forbes Best in State Wealth Advisors in 2020
LOS ANGELES, March 12, 2020 (Newswire.com) - Vincent DiCarlo, Private Wealth Financial Advisor, of Wells Fargo Advisors in Los Angeles, California, has been recognized on the 2020 Best in State Wealth Advisors list by Forbes.
This accolade represents a list of professionals that come to work with one goal on their mind – helping their clients succeed.
Vincent has more than 15 years of experience in the financial services industry. Vincent is a graduate of Santa Clara University and earned a CFP from the Certified Financial Planner Board of Standards. He is also a CPA from the California Board of Accountancy.
The Forbes Best in State Wealth Advisors ranking algorithm is based on industry experience interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors of their firms in exchange for placement on a ranking. Investment performance is not a criterion.
About Wells Fargo Advisors
With $1.4 trillion in client assets as of April 11, 2019, Wells Fargo provides investment advice and guidance to clients through nearly 14,000 full-service financial advisors and 5,000 licensed bankers. This vast network of advisors, one of the nation's largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC (members SIPC). Statistics include other broker-dealers of Wells Fargo & Company can be found at www.wellsfargoadvisors.com.
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through 7,800 locations, more than 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 37 countries and territories to support customers who conduct business in the global economy. With approximately 259,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 26 on Fortune’s 2018 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.
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Source: Wells Fargo Advisors