WFA OF SAN DIEGO, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 307404). Regulatory assets under management: $206.9M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Louis David Dworsky | CEO; CEO & CHIEF COMPLIANCE OFFICER; MEMBER | — |
| Meyer Edwin Dworsky | MEMBER | — |
| Ralph Thomas Mayes | MEMBER | — |
| David Phipps White | CHIEF COMPLIANCE OFFICER | — |
| MAYES MICHAEL THOMAS | MEMBER | — |
| JOHNSON KERRY LOUISE | COO | — |
| DWORSKY LOUIS DAVID | CEO; CEO AND CCO; CEO & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| ARCE JOSEPH PHILLIP | CCO; CCO AND COO | — |
| HUDSON WILLIAM LEE | CCO | — |
| DWORSKY MEYER edwin | MEMBER | — |
| Dowell Alisha Perdue | CHIEF COMPLIANCE OFFICER | — |