Robert Nichols

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Winston Salem, NC
• 11/2016 → 07/2023
  Wells Fargo Clearing Services, Llc
  Winston Salem, NC
• 07/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Winston Salem, NC

Previous Registrations

• 2002-06-20 → 2023-07-07
  Wells Fargo Clearing Services, Llc
  Winston Salem, NC
  Winston Salem, NC
• 2002-01-28 → 2002-06-20
  Wachovia Securities, Inc.
  Winston-Salem, NC

Other Businesses

2T PARTNERS DBA GOODSON & NICHOLS FINANCIAL GROUP, LLC; INV. RELATED; WINSTON-SALEM,NC; 50% OWNERSHIP; START DATE 12/15/2022; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; FINET PRACTICE.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-06-15
• S63 Uniform Securities Agent State Law Examination
  1987-11-04

Other Names

• Robert Carl Nichols