Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
27yrs
Opher Shallom
Financial advisor at Wells Fargo Advisors
Opher Shallom has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Boca Raton, Florida. After a year at Wells Fargo Investments and three years at Citigroup Global Markets, Opher joined Wells Fargo Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience nationwide
OfficeOne Town Center Road Suite 660, Boca Raton, FL 33486
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
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
- 2024 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2011 – 2024Wells Fargo Clearing Services, LLCPreviously
- Feb 2010 – Jan 2011Wells Fargo Investments, LLCPreviously
- 2007 – 2010Citigroup Global Markets Inc.Previously
- 2004 – 2007Citicorp Investment ServicesPreviously
Questions to ask Opher
Tailored to Opher’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Opher
How do I contact Opher?
Call Wells Fargo Advisors at 314-875-3000 and ask for Opher Shallom. Opher works from the Boca Raton, FL office.
How long has Opher been a financial advisor?
Opher has been in the industry since 1999, about 27 years. Top 23% by experience nationwide.
What licenses does Opher hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Opher a fiduciary?
Opher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Opher paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Opher 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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