ChooseAFinancialAdvisor.com
Advisors / California / Pasadena
8yrs

Amy Hung

Financial advisor at Wells Fargo Advisors

Amy Hung is a fiduciary financial advisor in Pasadena, California, with 8 years in the industry. After seven years at Merrill, Amy joined Wells Fargo Advisors in 2025, 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 1156 advisors with offices in Pasadena, and one of 1068 fiduciaries.

Pasadena, CA 91101Fiduciary advisor
Call the officeDirections

At a glance

Experience8 years (since 2018)
How that compares ?8 years in the industry
Office225 S. Lake Ave Suite 700, Pasadena, CA 91101
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

  1. Oct 2025 – now
  2. 2018 – 2025
    MerrillPreviously

Questions to ask Amy

Tailored to Amy’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Amy

How do I contact Amy?

Call Amy’s local office at (626) 795-5115 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Amy Hung.

How long has Amy been a financial advisor?

Amy has been in the industry since 2018, about 8 years. 8 years in the industry.

What licenses does Amy hold?

Series 66. Tap any license on this page to see what it allows.

Is Amy a fiduciary?

Amy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Amy paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Amy 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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