The Optimal Service Group
of Wells Fargo Advisors

CONNECT

Address:

428 McLaws Circle Suite 100
Williamsburg, VA 23185

Phone:

(888) 465-8422,(757) 220-1782

Fax/Other:

(757) 564-3026

Disclosures

 

 

•Barron’s Top 30 Institutional Consultants: The teams in the ranking were evaluated on a range of criteria, including institutional investment assets overseen by the team, the revenue generated by those assets, the number of clients served by the team, and the number of team members, their regulatory records, advanced professional designations and accomplishments represented on the team.

•Barron’s Top 100 rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention.

•FT Rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit components.

•Forbes Ranking algorithm 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 or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

•Registered Rep List was assembled by Meridian-IQ. Advisors are ranked by assets under management. Only those advisors for whom a majority of assets correspond to retail clients were eligible for the list. The ranking is not indicative of past or future investment performance.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals