Courtney Vanlandingham Craig

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Sarasota, FL
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Sarasota, FL

Other Businesses

ECO LOGICAL MANAGEMENT CONSULTING, LLC; NOT INVESTMENT RELATED; BRADENTON,FL; SECRETARY AND TREASURER; START DATE 09/01/2020; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; HELPING WITH BILLING.

Exams

• S66 Uniform Combined State Law Examination
  2011-01-31

Other Names

• Courtney Ann Vanlandingham
• Courtney Vanlandingham Craig