Elizabeth Osborn Sims

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Suwanee, GA
• 11/2016 → 03/2023
  Wells Fargo Clearing Services, Llc
  Suwanee, GA
• 03/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Alpharetta, GA

Previous Registrations

• 2003-12-02 → 2023-03-23
  Wells Fargo Clearing Services, Llc
  Duluth, GA
  Duluth, GA
  Duluth, GA
  Suwanee, GA
  Cumming, GA
  Alpharetta, GA
  Suwanee, GA
  Cumming, GA
  Atlanta, GA
  Suwanee, GA
  Duluth, GA
  Alpharetta, GA
  Atlanta, GA
  Cumming, GA
  Atlanta, GA
  Suwanee, GA
  Suwanee, GA
  Suwanee, GA
  Chattanooga, TN

Other Businesses

WANDERLUST! EXPERIENCES; NOT INV RELATED; ATLANTA,GA; 100% OWNERSHIP; START 12/31/2018; NUMBER OF HOURS PER MONTH 10; NUMBER OF HOURS DURING TRADING 0; PLAN EXCLUSIVE TRAVEL EXPERIENCES FOR SMALL GROUPS.;| SIMSEO FINANCIAL LLC, INV RELATED, CHATTANOOGA, TN, 100% OWNERSHIP, START 2/28/2023, 160 HOURS PER MONTH, 7.5 HOURS DURING TRADING, FINET PRACTICE.;| CO-TRUSTEE FOR FATHER'S TRUST, INV RELATED, BOSTON, MA, START: 1/1/2011, 0 HOURS A MONTH, 0 HOURS DURING TRADING.| GLENRIDGE ESTATES HOA, NOT INV RELATED, ATLANTA, GA, PRESIDENT, START 2/19/2024, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, WORKING WITH TREASURER ON BUDGET.| RENTAL PROPERTY; INV RELATED; CHATTANOOGA, TN; 100% OWNERSHIP; START DATE 01/31/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING| SIMSEO SINCLAIR LLC; INV RELATED; CHATTANOOGA, TN; LLC TO HOLD RENTAL PROPERTY; 100% OWNERSHIP; START DATE 01/29/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-09
• S63 Uniform Securities Agent State Law Examination
  1988-03-22

Other Names

• Beth Sims
• Elizabeth Osborn Sims
• Elizabeth Osborn Sims-Miles