Margaret Archer

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
  Atlanta, GA
• 11/2016 → 08/2019
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
• 08/2019 → Present
  Wells Fargo Advisors Financial Network, Llc
  Atlanta, GA

Previous Registrations

• 2009-05-20 → 2019-08-15
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
• 2003-11-25 → 2009-05-27
  Citigroup Global Markets Inc.
  Atlanta, GA
  Atlanta, GA

Other Businesses

ARCHER WEALTH MANAGEMENT LLC, INV RELATED, ATLANTA, GA, 100% OWNERSHIP, START 1/3/2020, 40 HRS/MONTH, 10 HRS DURING TRADING.; TRUSTEE FOR ARCHER WEALTH MANAGEMENT LLC 401K, INV RELATED, ATLANTA, GA, START 1/3/2020, 1 HR/MONTH, 1 HR DURING TRADING. RENTAL PROPERTY, INV RELATED, HILTON HEAD ISLAND, SC, 100% OWNERSHIP, START 4/1/2022, 2 HOURS PER MONTH, ZERO DURING TRADING. ARCHER FAMILY LLC, INV RELATED, BLUFFTON, SC, 100% OWNERSHIP, START 7/29/2022, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-12
• S63 Uniform Securities Agent State Law Examination
  1989-08-01

Other Names

• Margie Irene Archer
• Margaret Irene Archer