Lee Olayvar Spratling

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

• 01/2021 → 09/2021
  Oneascent Wealth Management
  Birmingham, AL
• 06/2016 → 01/2021
  The Retirement Advantage
  Birmingham, AL
• 02/2013 → 03/2018
  Gold Check, Llc
  Waycross, GA
• 09/2021 → Present
  Wells Fargo Advisors Financial Network, Llc
  Albany, GA

Previous Registrations

• 2021-03-14 → 2021-10-06
  Oneascent Wealth Management
  Birmingham, AL

Other Businesses

LEE SPRATLING, INC; INV. RELATED; ALBANY,GA; 100% OWNERSHIP; START DATE 03/01/2022; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 160; FINET PRACTICE.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-12-17
• S65 Uniform Investment Adviser Law Examination
  2021-03-01

Other Names

• Lee O Spratling
• Lee Spratling