D.A. Davidson & Co.
47yrs
Top advisor by experience in Fresno
13yrs
Raphael Rojo
Financial advisor at Wells Fargo Advisors
Based in Fresno, California, Raphael Rojo is a fiduciary financial advisor with 13 years of industry experience. Raphael has been with Wells Fargo Advisors since 2018. 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 446 advisors with offices in Fresno, and one of 411 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office1975 W Clinton Ave Suite 105, Fresno, CA 93705
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
- 2018 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Raphael
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Raphael. 1975 W Clinton Ave Suite 105Fresno, CA 93705Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Raphael
Tailored to Raphael’s registration and firm.
- 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 Raphael
How do I contact Raphael?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Raphael Rojo. Raphael works from the Fresno, CA office.
How long has Raphael been a financial advisor?
Raphael has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Raphael hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Raphael a fiduciary?
Raphael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Raphael paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Raphael 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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