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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
NC RA APPROVED 2023-07-06
TX RA APPROVED 2023-07-06
  • NC RA
    APPROVED
    Since 2023-07-06
  • TX RA
    APPROVED
    Since 2023-07-06

Branch Locations

380 Knollwood St. Suite 340, Winston Salem, NC 27103 • 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
Bb&T Securities Winston-Salem NC 02/2013 12/2016
Wells Fargo Clearing Services, Llc Winston-Salem NC 12/2016 07/2023
Wells Fargo Advisors Financial Network, Llc Winston-Salem NC 07/2023 Present
Previous Registrations
Other Businesses

CREMCO LLC, INV RELATED, WINSTON SALEM, NC, 100% OWNERSHIP, START 3/17/2022, 3 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS RENTAL PROPERTY. RENTAL PROPERTY, INV RELATED, MAX MEADOWS, VA, 100% OWNERSHIP, START 12/6/2021, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING. ADMINISTRATOR FOR FATHER, INV RELATED, WINSTON SALEM, NC, START: 12/27/2021, 3 HOURS A MONTH, 0 HOURS DURING TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-03
  • S66 Uniform Combined State Law Examination
    2014-03-03
Other Names
  • Crystal Anne Musser
  • Crystal Todd
  • Crystal Musser Todd
  • Crystal Musser Diamond

View on SEC IAPD

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