Best Investors
Account
Sign in
Best Investors
Account
Sign in
CRD 1623751
Wells Fargo Advisors Financial Network, LLC CRD 11025
$252B regulatory AUM 2,990 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-01-23 |
| TX | RA | APPROVED | 2023-01-20 |
Branch Locations
West Yarmouth , MA • United States
Jamaica Plain, MA • United States
200 Abington Executive Park Ste 204, 2Nd Fl [Satellite], Clarks Summit, PA 18411 • United States
3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Scranton | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Scranton | PA | 11/2016 | 01/2023 |
| Wells Fargo Advisors Financial Network, Llc | Clarks Summit | PA | 01/2023 | Present |
EASTBURN WEALTH MANAGEMENT, LLC, INVT RELATED, CLARKS SUMMIT, PA, 100% OWNERSHIP, START DATE 1/20/2023, 160 HRS PER MONTH, 0 HRS DURING TRADING, WEALTH MANAGEMENT ADVISORY/FINET. PRINCETON HARRIMAN INSURANCE SOLUTIONS, INVT RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START DATE 12/1/2024, 8 HRS PER MONTH AND DURING TRADING, FOR INSURANCE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-24 |
Reach out to this advisor