Merrill
47yrs
Top advisor by experience in Alexandria
27yrs
Wanda Rhim is a fiduciary financial advisor in Alexandria, Virginia, with 27 years in the industry. Wanda joined Wells Fargo Advisors in 2023, after ten years at Merrill. 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 366 advisors with offices in Alexandria, and one of 348 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience in Alexandria
Office1900 Duke St Suite 100 [Support Center], Alexandria, VA 22314
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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowWells Fargo Clearing Services, LLCCurrent firm
- 1999 – 2010MerrillPreviously
Questions to ask Wanda
Tailored to Wanda’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 Wanda
How do I contact Wanda?
Call Wells Fargo Advisors at 314-875-3000 and ask for Wanda Rhim. Wanda works from the Alexandria, VA office.
How long has Wanda been a financial advisor?
Wanda has been in the industry since 1999, about 27 years. Top 23% by experience in Alexandria.
What licenses does Wanda hold?
Series 66. Tap any license on this page to see what it allows.
Is Wanda a fiduciary?
Wanda is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wanda paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Wanda 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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