Wendolyn Forbes

Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 10/2017
  Wells Fargo Advisors, Llc.
  Asheville, NC
• 08/2012 → 10/2017
  Wells Fargo Bank Na
  Asheville, NC
• 10/2017 → 08/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Asheville, NC
• 12/2017 → 08/2021
  Bank Of America, N.A.
  Asheville, NC
• 08/2021 → Present
  Advisory Services Network Llc
  Atlanta, GA

Previous Registrations

• 2017-10-27 → 2021-08-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Asheville, NC
• 2013-06-06 → 2017-10-17
  Wells Fargo Clearing Services, Llc
  Asheville, NC
  Greenville, SC
  Asheville, NC
  Asheville, NC
  Asheville, NC
  Charlotte, NC
• 2009-02-13 → 2012-08-21
  Wells Fargo Clearing Services, Llc
  Greenville, SC
  Candler, NC

Other Businesses

1.Wendolyn L Forbes & Timothy Forbes: Rental Property, Non-Investment Related, Asheville, North Carolina, 28806; 2/1/2016 1 hour(s). 2.Wendolyn Forbes, Self published, Author, The No Map Place; Author, Publish via Amazon & sell copies of additional works of fiction, non-fiction and poetry. Blog included.. Waynesville, NC, USA, 28786. Non-Investment Related; Devote 0.5 hours a month. Start Date: 8/1/2018 3.Wendolyn Forbes, Self Published, Author, The Affair That Wasn't; Publish Via Amazon; Provide copies of creative writing available to readers/potential buyers. Waynesville, NC, USA, 28786. Non-Investment Related. Devote 0.5 hours a month 4.Board Member of Working Wheels, Non-Investment Related, Board Member, Non Profit Group, representing Haywood county partner agencies/affiliations with working wheels discuss programs and budget, Start 12/19/2019, devote 1 hour a month, 0 during trading hours. 5.Board Member of Haywood Community College Foundation: Board Member, work alongside other board members to review requests and track health of foundation, start 06/12/2024, non-investment related, devote 3 hours a month. Devote 0 hours during trading hours. 6. Indoor cycling instructor: leads indoor cycling class since 08/2024. Time spent: 12 hours/month, none during trading hours. Not investment related. 7. Rental Property: owner & landlord of residential property since 07/2026. Time spent: 2 hours/month, none during trading hours. Not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-02-12
• S63 Uniform Securities Agent State Law Examination
  2008-05-07

Designations

• Certified Financial Planner

Other Names

• Wendolyn Lea Thurston
• Wendy Lea Thurston
• Wendolyn Forbes
• Wendy Forbes
• Wendolyn Lea Forbes
• Lea Forbes
• Wendy Lea Forbes
• Wendy Thurston
• Wendolyn Thurston
• Wendolyn Thurston Forbes
• Wendolyn T Forbes
• Wendolyn L Forbes
• Wendy L Forbes
• Wendy T Forbes