Krista Nicole Whitley Mcgee

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 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

• 11/2012 → 11/2016
  Wells Fargo Advisors, Llc
  Charlotte, NC
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Charlotte, NC

Other Businesses

BEHIND THE VALOR COLLABORATIVE, INV RELATED, CONCORD, NC, BOARD MEMBER, START 4/28/2021, 8 HOURS PER MONTH, ZERO DURING TRADING, TRACKING INCOME AND EXPENSES TO BE REPORTED TO THE BOARD.

Exams

• S66 Uniform Combined State Law Examination
  2016-06-06
• S63 Uniform Securities Agent State Law Examination
  2007-11-05

Other Names

• Nikki Whitley
• Krista Nicole Whitley
• Nicole Whitley Mcgee
• Krista Whitley Mcgee
• Krista Whitley Mcgee
• Nikki Mcgee
• Krista Nicole Whitleymcgee