Adam Ibrahim

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

• 01/2012 → 11/2016
  Wells Fargo Advisors, Llc
  Alpharetta, GA
• 11/2016 → 03/2022
  Wells Fargo Clearing Services, Llc
  Alpharetta, GA
• 03/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Alpharetta, GA

Previous Registrations

• 2014-03-10 → 2022-03-17
  Wells Fargo Clearing Services, Llc
  Alpharetta, GA

Other Businesses

ALPHA WEALTH ADVISORS, LLC, INVT RELATED, ALPHARETTA, GA, 20% OWNERSHIP, START 3/18/2022, 160 HRS PER MONTH, 7 HRS DURING TRADING, FINET PRACTICE. AI9 LLC, INV RELATED, ALPHARETTA, GA, 100% OWNERSHIP, START 5/16/2022, 160 HRS PER MONTH, 7 HRS DURING TRADING, FINET PRACTICE.

Exams

• S66 Uniform Combined State Law Examination
  2014-03-01

Other Names

• Adam Adel Ibrahim