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Matthew Hopkins Willett

Wells Fargo Advisors Financial Network, LLC

Longview, TX

CRD 8038930

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-17
  • TX RA
    APPROVED
    Since 2025-12-17

Branch Locations

2103 Judson Rd Suite B, Longview, TX 75605 • 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
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network, Llc Longview TX 01/2025 Present
Northwood Retail, Llc Dallas TX 02/2020 01/2025
Osburn Contractors Llc Dallas TX 01/2019 01/2020
J.T. Vaughn Construction, Llc Irving TX 09/2015 01/2019
  • 01/2025 → Present
    Wells Fargo Advisors Financial Network, Llc
    Longview, TX
  • 02/2020 → 01/2025
    Northwood Retail, Llc
    Dallas, TX
  • 01/2019 → 01/2020
    Osburn Contractors Llc
    Dallas, TX
  • 09/2015 → 01/2019
    J.T. Vaughn Construction, Llc
    Irving, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-17
  • S66 Uniform Combined State Law Examination
    2025-12-17
Other Names
  • Matthew Willett

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CONCURRENT INVESTMENT ADVISORS, LLC

Nearby Investors

RHONDA ALYSON BAGLEY
CURTIS TILMAN HINSHAW
CARL MILTON NEWMAN

Nearby Offices

LPL FINANCIAL LLC · LONGVIEW, TX
CETERA INVESTMENT ADVISERS LLC · LONGVIEW, TX
CONCURRENT INVESTMENT ADVISORS, LLC · Longview, TX

More in Longview, TX

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