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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

AuthorityCategoryStatusDate
FL RA APPROVED 2021-08-13
TX RA APPROVED_RES 2021-08-13
  • FL RA
    APPROVED
    Since 2021-08-13
  • TX RA
    APPROVED_RES
    Since 2021-08-13

Branch Locations

316 S Baylen St Ste 509 5Th Fl, Pensacola, FL 32502 • 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Pensacola FL 04/2016 11/2016
Wells Fargo Clearing Services, Llc Pensacola FL 11/2016 08/2021
Wells Fargo Advisors Financial Network, Llc Pensacola FL 08/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-25
  • S66 Uniform Combined State Law Examination
    2016-02-25
Other Names
  • Angela B. Davidson
  • Angie Lane
  • Angela B. Lane

View on SEC IAPD

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