Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLC (CRD# 11025) is a financial advisory firm headquartered in Saint Louis, MO. They manage $42,504,070,849 in 142,401 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management42,504MILLION
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Total Number of Accounts142,401ACCOUNTS
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Average Account Value$298,482
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Lindsey Donovan (CRD# 5281960) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Memphis, TN and has over 9 years of experience in the finance industry. Lindsey Donovan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
A funny thing happens as you acquire wealth. You also acquire a lot of interest from financial people. But, have you ever wondered whose interest they really have at heart?
We see you as a person, not a portfolio. We believe your best interest is the priority, not a large firm's profitability or its stockholders. Independence allows us to do that. Our disciplined, needs-based process focuses on the planning necessary for the accumulation, preservation and transfer of wealth.
Welcome to Rogers Capital Management.
Our company believes that sound financial decisions should not be confusing. Our team works under the philosophy that every client's situation and goals are unique, and therefore each client deserves a specialized approach to planning for their financial future.
Today's investment climate offers unprecedented opportunities to achieve your financial goal. Rogers Capital Management, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
- A clear understanding of their financial goals
- A well-defined roadmap to help achieve those goals
- Ongoing advice to help adjust their roadmap when their needs change
Rogers Capital Management is associated with Wells Fargo Advisors Financial Network, one of the most highly respected financial institutions in the world.
On our website, you will find valuable information for evaluating your current position and progress toward your financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You will also find calculators that will help you assess your current and future needs. Please remember to visit our website often, as our content is constantly changing-- designed to keep you up-to-date on financial issues, strategies, and trends.
We hope you will take advantage of this resource and visit us often. We are committed to our clients and we define our success by our clients' success. If you have any questions or would like to schedule a meeting to discuss your financial future, please e-mail us or call (817) 774-9005.
Douglas Ummel (CRD# 3052458) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Bloomington, IN and has over 19 years of experience in the finance industry. Douglas Ummel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gary Gould (CRD# 3258554) is an Investment Advisor Representative & Founder at Gould Capital, LLC in Tacoma, WA and has over 10 years of experience in the finance industry.
Lawrence Glazer (CRD# 4001703) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Boston, MA and has over 18 years of experience in the finance industry.
Adam Leach (CRD# 5338729) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Charlotte, NC and has over 10 years of experience in the finance industry.
Aleksey Lerner (CRD# 2671205) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Brooklyn, NY and has over 22 years of experience in the finance industry.