Wendolyn Forbes, financial advisor Waynesville NC

Wendolyn Forbes

CRD Number: 5506633
Current Firm: Advisory Services Network

Wendolyn Forbes (CRD# 5506633) is an Investment Advisor Representative working at Advisory Services Network in Waynesville, NC and has over 15 years of experience in the finance industry. Wendolyn Forbes 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.

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Professional Designations
Company Name Location Dates Years
Advisory Services Network LLC Atlanta, GA Aug 2021 - Current 2
Bank Of America, N.a. Asheville, NC Dec 2017 - Aug 2021 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Asheville, NC Oct 2017 - Aug 2021 3
Wells Fargo Advisors, LLC Asheville, NC May 2013 - Oct 2017 4
Wells Fargo Bank Na Asheville, NC Aug 2012 - Oct 2017 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination Feb 2009
Contact Info for Wendolyn Forbes
Phone Number: 770-352-0449
Registered State(s):
  • LA
  • NC
By the Numbers
  • Total Assets Under Management
    5,772
    MILLIONS
  • Total Number of Accounts
    22,847
    ACCOUNTS
  • Average Account Value
    $252,653
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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