Sharon Ellington

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

• 07/2022 → Present
  Wells Fargo Bank
  Dallas, TX
• 07/2022 → Present
  Wells Fargo Clearing Services
  Dallas, TX
• 01/2019 → 06/2022
  Waterfall Wealth, Llc
  Richardson, TX
• 08/2012 → 11/2018
  Wells Fargo Private Bank
  Dallas, TX
• 12/2018 → 12/2018
  Unemployed
  Dallas, TX

Previous Registrations

• 2003-05-30 → 2004-11-18
  Cain, Watters & Associates, Llc
  Dallas, TX

Other Businesses

WATERFALL WEALTH LLC, INV. RELATED, RICHARDSON, TX, 100% OWNERSHIP, START 1/1/2019, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS PERSONAL INVESTMENTS. LAW LICENSE, NOT INV RELATED, STATE OF TEXAS, START 5/2/2008, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING. CPA LICENSE, NOT INV RELATED, STATE OF TEXAS, START 3/20/2000, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-05

Designations

• Certified Financial Planner

Other Names

• Shari Lynn Ellington
• Sharon Lynn Ellington
• Sharon Ellington