William Bryan Hardegree

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	2020-06-05
TX	RA	APPROVED_RES	2020-06-04

FL RA
APPROVED

Since 2020-06-05
TX RA
APPROVED_RES

Since 2020-06-04

Branch Locations

183 Landrum Lane Suite 103, Ponte Vedra Beach, FL 32082 • 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
Wells Fargo Advisors Llc	Albany	GA	05/2009	11/2016
Wells Fargo Clearing Services, Llc	Albany	GA	11/2016	06/2020
Wells Fargo Advisors Financial Network, Llc	Ponte Vedra Beach	FL	06/2020	Present

05/2009 → 11/2016

Wells Fargo Advisors Llc

Albany, GA
11/2016 → 06/2020

Wells Fargo Clearing Services, Llc

Albany, GA
06/2020 → Present

Wells Fargo Advisors Financial Network, Llc

Ponte Vedra Beach, FL

Previous Registrations

2008-01-01 → 2020-06-04

Wells Fargo Clearing Services, Llc

Albany, GA

Ponte Vedra Beach, FL
2003-03-17 → 2008-01-01

A. G. Edwards & Sons, Inc.

Albany, GA

Albany, GA

St. Louis, MO

Other Businesses

PICKETT AND HATCHER EDUCATIONAL FUND, INC.; INV. RELATED; COLUMBUS, GA; BOARD MEMBER; START 5/2018; 3 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: HELP MAKE DECISIONS REGARDING THE OPERATIONAL FUNCTIONS OF THE FUND IN ACCORDANCE WITH ITS CHARTER. COASTAL VALLEY WEALTH MANAGEMENT LLC, INV RELATED, PONTE VEDRA BEACH, FL, 100% OWNERSHIP, START 6/8/2020, 40 HOURS PER MONTH, 6 HOURS DURING TRADING, FINET PRACTICE.; TRUSTEE FOR COASTAL VALLEY WEALTH MANAGEMENT 401K, INV RELATED, PONTE VEDRA BEACH, FL, START: 3/1/2021, LESS THAN 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K. 627APVB, LLC; NOT INVESTMENT RELATED; PONTE VEDRA BEACH,FL; 10% OWNERSHIP; START DATE 03/09/2021; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; FAMILY BEACH CONDO.; EXECUTOR FOR FATHER, INV RELATED, COLUMBUS, GA, START: 8/23/2022, 2 HRS/MONTH, 0 HRS DURING TRADING.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1993-10-08

S63 Uniform Securities Agent State Law Examination

1993-10-08

Designations

Certified Financial Planner

Other Names

Bryan Hardegree
William Hardegree
William Bryan Hardegree

View on SEC IAPD