Newport Securities
43yrs
Top advisor by experience in Temecula
4yrs
Amber Smith
Financial advisor at Wells Fargo Advisors
Based in Temecula, California, Amber Smith is a fiduciary financial advisor with 4 years of industry experience. Amber joined Wells Fargo Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 166 advisors with offices in Temecula, and one of 148 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office27555 Ynez Road Suite 120, Temecula, CA 92591
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
- 2022 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Amber
Local office(951) 676-5528Ask for Amber. (314) 875-3000Main office · St. Louis, MO 27555 Ynez Road Suite 120Temecula, CA 92591Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Amber
Tailored to Amber’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 Amber
How do I contact Amber?
Call Amber’s local office at (951) 676-5528 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Amber Smith.
How long has Amber been a financial advisor?
Amber has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Amber hold?
Series 66. Tap any license on this page to see what it allows.
Is Amber a fiduciary?
Amber is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Amber paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Amber 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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