Robert Evely

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:

Current Employers

Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2013-06-25
GA	RA	APPROVED	2010-04-07

TX RA
APPROVED_RES

Since 2013-06-25
GA RA
APPROVED

Since 2010-04-07

Branch Locations

Norcross, GA • United States

3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors Financial Network Llc	Roswell	GA	03/2010	Present

03/2010 → Present

Wells Fargo Advisors Financial Network Llc

Roswell, GA

Previous Registrations

2009-06-01 → 2010-04-05

Morgan Stanley

Alpharetta, GA
2007-08-22 → 2009-06-01

Morgan Stanley & Co. Llc

Alpharetta, GA

Other Businesses

BEAM FINANCIAL SERVICES, LLC; INVESTMENT RELATED; NORCROSS,GA; 100% OWNERSHIP; START DATE 05/12/2020; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 6.5; OWNER OF FINET PRACTICE. PRINCETON HARRIMAN INSURANCE SOLUTIONS; INV RELATED; SARASOTA; FL; FINANCIAL ADVISOR; START: 12/01/2025; 8 HOURS A MONTH; 8 HOURS DURING TRADING; INSURANCE PRACTICE.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-08-15
S63	Uniform Securities Agent State Law Examination	2004-08-05

S66 Uniform Combined State Law Examination

2007-08-15
S63 Uniform Securities Agent State Law Examination

2004-08-05

Other Names

Robert Lewis Evely
Robert Lewis Evely
Robert Lewis Evely Ii
Bob Evely

View on SEC IAPD