Derek Ryan Stanley

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
  Fort Worth, TX
• 11/2016 → 04/2023
  Wells Fargo Clearing Services, Llc
  Fort Worth, TX
• 04/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Fort Worth, TX

Previous Registrations

• 2008-07-28 → 2023-04-21
  Wells Fargo Clearing Services, Llc
  Fort Worth, TX

Other Businesses

STANFAM INVESTMENTS LLC; INV RELATED; BURLESON, TX; 100% OWNERSHIP; START 01/09/2023; 0.15 HOURS PER MONTH; 0 HOURS DURING TRADING; FINET TRANSITION STANNUM CAPITAL, INV RELATED, FORT WORTH, TX, 50% OWNERSHIP, START 4/24/23, 160 HRS PER MONTH, 160 HRS DURING TRADING, FINET PRACTICE;

Exams

• S66 Uniform Combined State Law Examination
  2008-07-25

Designations

• Certified Financial Planner

Other Names

• Derek Stanley