Aaron Carroll Talley

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
  Leland, NC
• 11/2016 → 01/2023
  Wells Fargo Clearing Services, Llc
  Leland, NC
• 01/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Leland, NC

Previous Registrations

• 2007-05-31 → 2023-01-17
  Wells Fargo Clearing Services, Llc
  Leland, NC
  Raleigh, NC
  Wilmington, NC
  Wilmington, NC
  Wilmington, NC
  Raleigh, NC
  Wilmington, NC
• 2007-03-05 → 2007-06-11
  Edward Jones
  Leland, NC

Other Businesses

THE VINE GROUP INC., INV RELATED, LELAND, NC, 100% OWNERSHIP, START 10/28/2022, 100 HOURS PER MONTH, 8 HOURS DURING TRADING, FINET PRACTICE. TOWN OF LELAND, NC; NOT INV RELATED;LELAND,NC; COMMITTEE MEMBER;% OWNERSHIP; START DATE: 07/09/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2007-02-26
• S63 Uniform Securities Agent State Law Examination
  2004-05-07

Other Names

• Aaron Carroll Talley