Opher Shallom

Financial advisor at Wells Fargo Advisors

Last updated 2026-10-10

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Opher Shallom is a financial advisor at Wells Fargo Advisors, CRD 4060644. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2004-11-10.

Registration

CRD number
4060644
Registration status
Active
IAPD registration
2004-11-10
Industry Experience
21 years
Work Experience
15 years
States registered
CA, FL, MN, ND, TX

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2011-01 to 2016-11 · Wells Fargo Advisors LLC · Los Angeles, CA
  • 2016-11 to 2024-07 · Wells Fargo Clearing Services, LLC · Los Angeles, CA
  • 2024-07 to Present · Wells Fargo Advisors Financial Network, LLC · Wayzata, MD

Current employment

SEC IAPD record for Opher Shallom

Wells Fargo Advisors

Regulatory AUM
$252,251,271,984
Registered advisors
4,182
Offices
1,676
Clients per advisor
111.6 (Moderate)
Average AUM per client
$540.6K (Low)
High-net-worth client ratio
50.1% (High)

Wells Fargo Advisors: advisors, services and reported ETF investments

About

Opher Shallom is a financial advisor at Wells Fargo Advisors Financial Network, LLC, operating as Wells Fargo Advisors. Reported securities licenses include Series 63 and Series 65. The latest record indicates 21 years of industry experience and 15 years of reported work history.

Wells Fargo Advisors' firm-level Form ADV reports 4,182 advisors across 1,676 offices; approximately 111.6 clients per advisor, average assets per client of $540,645, and regulatory AUM of $252.3B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, and State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.

What this firm offers

Filed by Wells Fargo Advisors on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Other Financial Product Salesperson
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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