Charmaine Brown

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

• 03/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Richmond, VA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Richmond, VA
• 04/2026 → Present
  Wells Fargo Advisors Financial Network
  Charlotte, NC

Previous Registrations

• 2013-08-28 → 2015-03-13
  Cuso Financial Services, L.P.
  Washington, DC
• 2010-02-17 → 2011-09-01
  Osaic Institutions, Inc.
  Midlothian, VA
• 2006-04-07 → 2008-03-06
  Truist Investment Services, Inc.
  Laurel, MD
  Oxon Hill, MD
  Marlow Heights, MD
  New Carrollton, MD
  Bladensburg, MD
  Laurel, MD
  Gaithersburg, MD
  Rockville, MD
  Rockville, MD
  Gaithersburg, MD
• 2005-09-14 → 2005-12-31
  Centaurus Financial, Inc.
  Glen Allen, VA
• 2002-08-22 → 2003-08-28
  Morgan Stanley Dw Inc.
  Chevy Chase, MD
• 2002-06-04 → 2002-08-28
  Truist Investment Services, Inc.
  Richmond, VA

Exams

• S66 Uniform Combined State Law Examination
  2001-11-13
• S63 Uniform Securities Agent State Law Examination
  1998-07-29

Other Names

• Charmaine Montressa Brown