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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Wells Fargo Advisors Financial Network, LLC 1 year, 2 months Oct 2015 - Present
Wells Fargo Advisors Financial Network, LLC 2 years, 4 months Jun 2012 - Oct 2014
Wells Fargo Advisors Financial Network LLC 2 years, 9 months May 2009 - Feb 2012
Wachovia Securities Financial Network, LLC (11025) 10 months Jul 2008 - May 2009
Waddell & Reed, Inc 9 months Oct 2007 - Jul 2008
Northwestern Mutual Investment Services, LLC (2881) 1 year, 2 months Aug 2006 - Oct 2007
Northwestern Mutual Life Insurance Company 2 years, 3 months Mar 2006 - Jun 2008
Cornerstone Church 18 years, 9 months Jan 1997 - Oct 2015
Are You
Donald Allen Wales?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 13, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 13, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Wells Fargo Advisors Financial Network, LLC

Last updated on Sept. 19, 2016
    • $38.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 131K
      Accounts
    • $292.2K
      Estimated Average Account Balance

Fees

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