Cheryl Tucker-Refregier

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Naples, FL
• 11/2016 → 06/2025
  Wells Fargo Clearing Services, Llc
  Naples, FL
• 06/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Naples, FL

Previous Registrations

• 2016-06-16 → 2025-06-05
  Wells Fargo Clearing Services, Llc
  Naples, FL
  Tampa, FL
  Naples, FL
  Naples, FL
• 2014-03-31 → 2016-06-09
  Fifth Third Securities, Inc.
  Naples, FL
  Naples, FL

Other Businesses

NOTARY; NOT INV RELATED; NAPLES, FL; FINANCIAL; START DATE: 08/06/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING;|

Exams

• S66 Uniform Combined State Law Examination
  2014-03-28
• S63 Uniform Securities Agent State Law Examination
  1994-05-06

Other Names

• Cheryl Tucker
• Cheryl L Kitchen
• Cheryl Lyn Tucker
• Cheryl Lyn Laing
• Cheryl Lyn Kitchen
• Cheryl Lyn Mondry
• Cheryl Lyn Mondry
• Cheryl L Tucker