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Wells Fargo Advisors Financial Network, LLC CRD 11025
$252B regulatory AUM 2,990 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-17 |
| VA | RA | APPROVED | 2024-05-17 |
Branch Locations
1610 B-Graves Mill Rd B 1St Fl, Lynchburg, VA 24502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Lynchburg | VA | 06/2005 | 05/2024 |
| Wells Fargo Clearing Services, Llc | Lynchburg | VA | 11/2016 | 05/2024 |
| Wells Fargo Advisors Financial Network, Llc | Lynchburg | VA | 05/2024 | Present |
APPOMATTOX SOCCER ASSOCIATION; INVESTMENT RELATED; APPOMATTOX,VA; TREASURER; START DATE 08/01/2015; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; REPORTING BANK ACCOUNT INFORMATION AT THE MONTHLY MEETING AND ACTING AS A SIGNER FOR THE CHECKS THAT ARE WRITTEN TO PAY FOR EXPENSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-11 |
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