Primerica Advisors
37yrs
Top 3% by experience in Chula Vista
39yrs
Dilip Kumar Gupta
Financial advisor at Wells Fargo Advisors
At a glance
Experience39 years (since 1987)
How that compares ?Top advisor by experience in Chula Vista
Office880 Canarios Ct Suite 200, Chula Vista, CA 91910
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2021 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2008 – 2021Wells Fargo Clearing Services, LLCPreviously
- Feb 2006 – Jan 2008A. G. Edwards & Sons, Inc.Previously
- 2000 – 2006Morgan Stanley DW Inc.Previously
Questions to ask Dilip
Tailored to Dilip’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Dilip
How do I contact Dilip?
Call Wells Fargo Advisors at 314-875-3000 and ask for Dilip Kumar Gupta. Dilip works from the Chula Vista, CA office.
How long has Dilip been a financial advisor?
Dilip has been in the industry since 1987, about 39 years. Top advisor by experience in Chula Vista.
What licenses does Dilip hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Dilip a fiduciary?
Dilip is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dilip paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Dilip for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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