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Wells Fargo Advisors Financial Network, LLC CRD 11025
$252B regulatory AUM 2,990 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2015-11-06 |
Branch Locations
23 S Washington Ave Ste 1B [Satellite], Margate City, NJ 08402 • United States
3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Margate City | NJ | 11/2015 | Present |
MARGATE TERRACE, NOT INV RELATED, MARGATE, NJ, PRESIDENT, START: 3/22/2018, 2 HOURS PER MONTH/0 DURING TRADING, DUTIES: OVERSEE. CAMPBELL WEALTH MANAGEMENT, INVT RELATED, MARGATE CITY, NJ, 100% OWNERSHIP, START DATE 3/13/2020, 1 HR PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE.; TRUSTEE FOR CAMPBELL WEALTH MANGEMENT 401K, INV RELATED, MARGATE CITY, NJ, START: 3/13/2020, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K. PRINCETON HARRIMAN INSURANCE SOLUTIONS, INVT RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START DATE 12/1/2024, 8 HRS PER MONTH AND DURING TRADING, FOR INSURANCE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-01-20 |
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