Raymond James & Associates
45yrs
Top advisor by experience in Vancouver
10yrs
Brian Cha has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Vancouver, Washington. Brian has been with Wells Fargo Advisors since 2026. 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 513 advisors with offices in Vancouver, and one of 489 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office700 SW Washington St 5th Floor Suite 501 [Wd-Rbo], Vancouver, WA 98660
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
- Jul 2026 – nowWells Fargo Clearing Services, LLCCurrent firm
Questions to ask Brian
Tailored to Brian’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brian
How do I contact Brian?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Brian Cha. Brian works from the Vancouver, WA office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Brian hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Brian 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.
Other advisors nearby
Raymond James Financial Services Advisors
44yrs
Top 1% by experience in Vancouver
Martel Wealth Advisors
44yrs
Top advisor by experience at Martel Wealth Advisors
Advisor Share Wealth Management
44yrs
Top advisor by experience at Advisor Share Wealth Management
Sloy, Dahl & Holst
43yrs
Top advisor by experience at Sloy, Dahl & Holst
Morgan Stanley
43yrs
Top 1% by experience in Vancouver