Gary Leslie Bargebuhr

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

• 01/2015 → 08/2018
  Morgan Stanley Private Bank, National Association
  New York, NY
• 08/2018 → 12/2025
  Truist Investment Srevices
  Atlanta, GA
• 08/2018 → 12/2025
  Truist Advisory Services, Inc.
  Atlanta, GA
• 12/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Greensboro, NC

Previous Registrations

• 2018-08-24 → 2025-12-02
  Truist Advisory Services, Inc.
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
  Greensboro, NC
• 2009-06-01 → 2018-08-27
  Morgan Stanley
  Greensboro, NC
  Greensboro, NC
• 2007-11-30 → 2009-06-01
  Morgan Stanley & Co. Llc
  Greensboro, NC
• 2001-12-31 → 2007-12-12
  Citigroup Global Markets Inc.
  Greensboro, NC
  Greensboro, NC

Other Businesses

GREENSBORO JEWISH FEDERATION ; NOT INV RELATED; GREENSBORO,NC; BOARD OF TRUSTEES; START DATE: 06/01/2018; 3 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-26
• S63 Uniform Securities Agent State Law Examination
  1986-08-29

Other Names

• Gary L Bargebuhr