Terry Mccollam

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
IN	RA	APPROVED	2019-05-06
TX	RA	APPROVED	2018-12-07

IN RA
APPROVED

Since 2019-05-06
TX RA
APPROVED

Since 2018-12-07

Branch Locations

4855 State Route 261, Newburgh, IN 47630 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors Llc	Evansville	IN	05/2009	11/2016
Wells Fargo Clearing Services, Llc	Evansville	IN	11/2016	Present

05/2009 → 11/2016

Wells Fargo Advisors Llc

Evansville, IN
11/2016 → Present

Wells Fargo Clearing Services, Llc

Evansville, IN

Previous Registrations

2013-10-15 → 2018-12-07

Wells Fargo Clearing Services, Llc

Evansville, IN

Evansville, IN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-04-11
S63	Uniform Securities Agent State Law Examination	1980-05-02

S65 Uniform Investment Adviser Law Examination

2019-04-11
S63 Uniform Securities Agent State Law Examination

1980-05-02

Other Names

Terry Lane Mccollam

View on SEC IAPD