UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
9yrs
Khalid Bashir
Financial advisor at Wells Fargo Advisors
Khalid Bashir is a fiduciary financial advisor in Walnut Creek, California, with 9 years in the industry. Khalid joined Wells Fargo Advisors in 2021, 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 1115 advisors with offices in Walnut Creek, and one of 1005 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office2033 N Main Street 9th Floor [Nk/Nl-Rbo], Walnut Creek, CA 94596
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
- 2021 – nowWells Fargo Clearing Services, LLCCurrent firm
Questions to ask Khalid
Tailored to Khalid’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 Khalid
How do I contact Khalid?
Call Khalid’s local office at (925) 746-7200 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Khalid Bashir.
How long has Khalid been a financial advisor?
Khalid has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Khalid hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Khalid a fiduciary?
Khalid is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Khalid paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Khalid 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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