Charlotte Anne Galamb

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

• 04/2019 → 08/2024
  Raymond James And Associates, Inc
  Raleigh, NC
• 09/2017 → 03/2019
  Cwnp
  Raleigh, NC
• 08/2017 → 04/2019
  Open Window Marketing
  Raleigh, NC
• 11/2016 → 10/2017
  Victoria's Secret
  Raleigh, NC
• 08/2013 → 05/2017
  Lynchburg College Dining Services
  Lynchburg, VA
• 08/2024 → Present
  Wells Fargo Clearing Services, Llc
  Raleigh, NC

Previous Registrations

• 2020-08-28 → 2024-08-13
  Raymond James & Associates, Inc.
  Raleigh, NC

Other Businesses

MOTELY TONES, NOT INV RELATED, CARY, NC, PIRATE SINGER (VOCALIST), START 6/1/19, 2 HRS PER MONTH, 2 HRS DURING TRADING, SINGING;

Exams

• S66 Uniform Combined State Law Examination
  2020-08-27

Other Names

• Charlotte Galamb