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Aaron R

Series 66

Victoria, TX

Wells Fargo Advisors

Aaron Ralston is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2011. Outside of his financial advisory role, he owns two barbecue-focused websites that provide recipes and cooking instructions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and tailors recommendations using proprietary research and planning tools, with clients choosing how to implement them.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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John H

Series 63, Series 65

Victoria, TX

Wells Fargo Advisors

John Handley is a financial advisor with Wells Fargo Advisors in Victoria, TX, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked within various Wells Fargo entities since 2011. Outside of his advisory role, he maintains ownership interests in investment-related businesses including Henson Cole LLC and Coastline Advisory Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services supported by proprietary research and tools, integrating advisory services with banking and other financial products.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Eric H

Series 63, Series 65

Victoria, TX

Wells Fargo Advisors

Eric Heidrich is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2011. He also has a minority ownership interest in Coastline Advisory Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Pamela J

Series 66

Victoria, TX

Wells Fargo Advisors

Pamela James is a Series 66-licensed financial advisor with 27 years of industry experience. She has been with Wells Fargo Advisors since 2023 and previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2011 to 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, with recommendations delivered through meetings and written summaries.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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