Wells Fargo Advisors Case Study

Wells Fargo Advisors is one of North America’s leading financial services firms, serving clients with more than 20,000 advisors. Wells Fargo advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. In October 2007, Wells Fargo Advisors, formerly Wachovia Securities, acquired A.G. Edwards of St. Louis, MO creating the second largest retail brokerage firm in the United States.

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