LPL Financial
42yrs
Top advisor by experience in Encino
26yrs
Eric Sheffron
Financial advisor at Wells Fargo Advisors
Eric Sheffron is a fiduciary financial advisor in Encino, California, with 26 years in the industry. Eric joined Wells Fargo Advisors in 2022, after 11 years at U.S. Bancorp Investments and two years at Chase Investment Services. Eric holds the CFP® designation.
One of 181 advisors with offices in Encino, and one of 158 fiduciaries.
At a glance
Experience26 years (since 2001)
How that compares ?More experience than 74% of advisors nationwide
Office15760 Ventura Blvd Suite 1250 [Sk-Rbo], Encino, CA 91436
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2011 – 2022U.S. Bancorp Investments, Inc.Previously
- May 2009 – Mar 2011Chase Investment Services Corp.Previously
- Jun 2008 – May 2009Wamu Investments, Inc.Previously
Contact Eric
Local office(818) 716-3225Ask for Eric. (314) 875-3000Main office · St. Louis, MO 15760 Ventura Blvd Suite 1250 [Sk-Rbo]Encino, CA 91436Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Eric
Tailored to Eric’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 Eric
How do I contact Eric?
Call Eric’s local office at (818) 716-3225 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Eric Sheffron.
How long has Eric been a financial advisor?
Eric has been in the industry since 2001, about 26 years. More experience than 74% of advisors nationwide.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Eric 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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