Lesley Ann Dever

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

• 10/2010 → 11/2016
  Wells Fargo Advisors Llc
  Beverly, MA
• 11/2016 → 08/2024
  Wells Fargo Clearing Services, Llc
  Beverly, MA
• 08/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Manchester By The Sea, MA

Previous Registrations

• 2011-01-01 → 2024-08-08
  Wells Fargo Clearing Services, Llc
  Beverly, MA
  Manchester By The Sea, MA

Other Businesses

THE B C D GROUP LLC; INV RELATED; MANCHESTER, MA; 10% OWNERSHIP; START 03/15/2024; 160 HOURS PER MONTH; 0 HOURS DURING TRADING; FINET TRANSITION. LAD FINANCIAL INC; INV RELATED; MARBLEHEAD, MA; 100% OWNERSHIP; START 08/09/2024; 160 HOURS PER MONTH; 100 HOURS PER MONTH; FINET TRANSITION.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-29
• S65 Uniform Investment Adviser Law Examination
  1995-12-08
• S63 Uniform Securities Agent State Law Examination
  1989-07-07

Designations

• Certified Financial Planner