J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
43yrs
Based in Los Angeles, California, Alan Glick is a fiduciary financial advisor with 43 years of industry experience. Alan has been with Wells Fargo Advisors since 2014; before that, Alan spent five years at Morgan Stanley and 12 years at Citigroup Global Markets. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 3122 advisors with offices in Los Angeles, and one of 2892 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience in Los Angeles
Office10877 Wilshire Blvd Suite 1700, Los Angeles, CA 90024
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
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.
Career
- 2014 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2009 – 2014Morgan StanleyPreviously
- 1997 – 2009Citigroup Global Markets Inc.Previously
Contact Alan
Local office(310) 824-8723Ask for Alan. (314) 875-3000Main office · St. Louis, MO 10877 Wilshire Blvd Suite 1700Los Angeles, CA 90024Office · Get directions Firm websitewww.wellsfargoadvisors.com/wfa/mobile.htm
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Questions to ask Alan
Tailored to Alan’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 Alan
How do I contact Alan?
Call Alan’s local office at (310) 824-8723 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Alan Glick.
How long has Alan been a financial advisor?
Alan has been in the industry since 1983, about 43 years. Top 1% by experience in Los Angeles.
What licenses does Alan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Alan a fiduciary?
Alan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alan paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Alan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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