Oppenheimer & Co.
47yrs
Top advisor by experience in Carlsbad
33yrs
Based in Carlsbad, California, Daniel Avan is a fiduciary financial advisor with 33 years of industry experience. Daniel has been with Wells Fargo Advisors since 2015; before that, Daniel spent six years at Morgan Stanley and a year at Morgan Stanley & Co.. 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 457 advisors with offices in Carlsbad, and one of 416 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 10% by experience in California
Office5800 Armada Dr Suite 300, Carlsbad, CA 92008
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 ?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.
Career
- 2015 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2009 – 2015Morgan StanleyPreviously
- Feb 2008 – Jun 2009Morgan Stanley & Co. LLCPreviously
- 2001 – 2008Citigroup Global Markets Inc.Previously
Contact Daniel
Local office(760) 930-2444Ask for Daniel. (314) 875-3000Main office · St. Louis, MO 5800 Armada Dr Suite 300Carlsbad, CA 92008Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Daniel
Tailored to Daniel’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 Daniel
How do I contact Daniel?
Call Daniel’s local office at (760) 930-2444 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Daniel Avan.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1993, about 33 years. Top 10% by experience in California.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Daniel 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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