Charles Posey

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
FL	RA	APPROVED	2026-07-20

FL RA
APPROVED

Since 2026-07-20

Branch Locations

One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES

125 E Intendencia St Ste 200, Pensacola, FL 32502 • United States

Wells Fargo Clearing Services, Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-11-30

FL RA
APPROVED

Since 2022-11-30

Branch Locations

125 E Intendencia St Ste 200, Pensacola, FL 32502 • United States

One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES

Pensacola, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
Morgan Stanley	Pensacola	FL	09/2013	02/2017
Compass Bank	Birmingham	AL	03/2017	04/2019
Bbva Securities Inc.	Pensacola	FL	04/2017	04/2019
Rental Property	Pensacola	FL	08/2005	07/2019
Greenbrier Financial Llc	Pensacola	FL	02/2019	04/2021
Edward Jones	St Louis	MO	04/2021	09/2021
Lincoln Investment Llc	Fort Washington	PA	03/2022	06/2022
Capital Analysts Llc	Fort Washington	PA	03/2022	06/2022
Greenbrier Financial Llc	Pensacola	FL	09/2021	03/2022
Wells Fargo Clearing Services, Llc	Jacksonville	FL	09/2022	Present
Greenbrier Financial Llc	Pensacola	FL	06/2022	09/2022
Wells Fargo Advisors Financial Network	Pensacola	FL	07/2026	Present

09/2013 → 02/2017

Morgan Stanley

Pensacola, FL
03/2017 → 04/2019

Compass Bank

Birmingham, AL
04/2017 → 04/2019

Bbva Securities Inc.

Pensacola, FL
08/2005 → 07/2019

Rental Property

Pensacola, FL
02/2019 → 04/2021

Greenbrier Financial Llc

Pensacola, FL
04/2021 → 09/2021

Edward Jones

St Louis, MO
03/2022 → 06/2022

Lincoln Investment Llc

Fort Washington, PA
03/2022 → 06/2022

Capital Analysts Llc

Fort Washington, PA
09/2021 → 03/2022

Greenbrier Financial Llc

Pensacola, FL
09/2022 → Present

Wells Fargo Clearing Services, Llc

Jacksonville, FL
06/2022 → 09/2022

Greenbrier Financial Llc

Pensacola, FL
07/2026 → Present

Wells Fargo Advisors Financial Network

Pensacola, FL

Previous Registrations

2022-04-14 → 2022-06-14

Lincoln Investment

Fort Washington, PA

Tallahassee, FL

Pensacola, FL
2022-04-18 → 2022-06-14

Capital Analysts

Tallahassee, FL

Pensacola, FL
2021-04-19 → 2021-09-21

Edward Jones

Pensacola, FL

Pensacola, FL
2019-05-14 → 2021-04-08

Greenbrier Financial Llc

Pensacola, FL
2017-04-19 → 2019-04-29

Pnc Managed Account Solutions, Inc.

Pensacola, FL
2013-10-10 → 2017-03-01

Morgan Stanley

Pensacola, FL
2011-06-08 → 2012-05-01

Morgan Keegan & Company, Llc

Pensacola, FL

Other Businesses

SCENIC HILLS NORTH SUBDIVISION HOA; NOT INV. RELATED; PENSACOLA, FL; VICE PRESIDENT; START DATE 1/1/2019; 1 HR PER MONTH; 0 HRS DURING TRADING;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-06-06

S66 Uniform Combined State Law Examination

2011-06-06

Other Names

Chip Posey
Charles Laurence Posey
Charles L Posey

View on SEC IAPD