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Robert C

Series 63, Series 66

Cartersville, GA

Wells Fargo Clearing

Robert Christian is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and has prior experience at J.P. Morgan Securities, Chase Investment Services, and Harrisdirect. His current location is Cartersville, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Michael H

Series 66

Cartersville, GA

Wells Fargo Clearing

Michael Hynes is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at CUSO Financial Services, LP and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm offers both brokerage and advisory solutions and utilizes research from Wells Fargo Investment Institute along with third-party sources to support investment decisions.

Retired Founder/Business Owner
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Corey M

Series 63, Series 66

Cartersville, GA

Wells Fargo Clearing

Corey Martin is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He previously worked for Morgan Stanley Smith Barney LLC for 14 years. He holds the Series 63 and Series 66 designations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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Leah S

Series 63

Cartersville, GA

Wells Fargo Clearing

Leah Sesto is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 63 designation. Her prior work includes roles at JP Morgan Chase Bank, PNC Bank, and Premier Health Services. Outside of her advisory role, she owns an event equipment rental business, Poppies to Peaches LLC. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Retired Founder/Business Owner
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Benito C

Series 66

Cartersville, GA

Wells Fargo Clearing

Benito Canales is a financial advisor with Wells Fargo Clearing holding a Series 66 license and 13 years of industry experience. His prior roles include positions at Bank of America and Merrill, and he served in the United States Army Reserve for 16 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Brian H

Series 63, Series 65

Cartersville, GA

Wells Fargo Clearing

Brian Hungerford is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior experience includes roles at Merrill and Banc of America Investment Services, Inc. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research from Wells Fargo Investment Institute and applies diversification principles and modern portfolio theory in its investment evaluations.

Retired Founder/Business Owner
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Kayla P

Series 63, Series 66

Cartersville, GA

Wells Fargo Clearing

Kayla Plott is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent six years at Peak Fitness. Outside of her advisory role, she reviews products and posts videos on TikTok. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Andrew Z

Series 63, Series 66

Cartersville, GA

Wells Fargo Clearing

Andrew Zvanut is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and at Wells Fargo Bank NA since 2014. Outside of his advisory role, he co-owns and operates a wholesale garment and accessories sales business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, employing research and diversification principles in its investment approach.

Retired Founder/Business Owner
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Zachary B

Series 63, Series 66

Cartersville, GA

Wells Fargo Clearing

Zachary Bratz is a financial advisor with Wells Fargo Clearing Services, LLC, holding Series 63 and Series 66 credentials and possessing seven years of industry experience. He has been with Wells Fargo Bank NA since 2015 and Wells Fargo Clearing since 2018, both based in Cartersville, GA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Ashley C

Series 63

Cartersville, GA

Wells Fargo Clearing

Ashley Cobb is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and one year of industry experience. She has worked with Wells Fargo Bank, N.A. since 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Ryan T

CFP®, Series 65, Series 63

Cartersville, GA

Wells Fargo Clearing

Ryan Tuff is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2022. His prior roles include positions at Ameriprise Financial Services, Royal Alliance Associates, John Hancock, and VOYA Financial Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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Archana G

Series 63, Series 66

Cartersville, GA

Wells Fargo Clearing

Archana Gupta is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including Bank of America, Merrill, Morgan Stanley, E*TRADE Securities, PNC Bank, JP Morgan Securities, Citigroup Global Markets, USAA Financial Planning Services, and Ameriprise. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Miglena G

Series 63, Series 66

Cartersville, GA

Wells Fargo Clearing

Miglena Guleva is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 designations and 15 years of industry experience. She has worked at Wells Fargo affiliates since 2010, including ten years with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
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Hui K

Series 63, Series 66

Cartersville, GA

Wells Fargo Clearing

Hui Kim is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo since 2017, following prior roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. Outside of his advisory work, Kim owns and operates VKC Organic LLC, a farming business focused on fruits and vegetables. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
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Joshua S

Series 66

Cartersville, GA

Wells Fargo Clearing

Joshua Steinert is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Bank NA since 2007. Outside of his advisory role, he engages in content creation through a personal venture called Just Josh and His Watch. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
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Suzanne D

Series 63

Cartersville, GA

Wells Fargo Clearing

Suzanne Dineen is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing eight years of industry experience. She has worked with Wells Fargo Bank and Wells Fargo Clearing since 2021, following nine years at Quantum National Bank and a brief tenure at Piedmont Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Sandra P

Series 63, Series 66

Cartersville, GA

Wells Fargo Clearing

Sandra Penton is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 designations and 19 years of industry experience. She has been with Wells Fargo Bank, N.A. since 2009 and with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Lindsey G

Series 63, Series 66

Cartersville, GA

Wells Fargo Clearing

Lindsey Gearhart is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 designations and bringing nine years of industry experience. She has been with Wells Fargo Clearing Services since 2016 and Wells Fargo Bank NA since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
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John K

CFP®, Series 66

Cartersville, GA

Wells Fargo Clearing

John Kirkland is a CFP® with 20 years of industry experience. He currently works at Wells Fargo Clearing, joining the firm in 2022. His prior roles include positions at Fidelity Brokerage Services LLC and Morgan Stanley, where he worked for a combined 14 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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David P

Series 63, Series 65

Cartersville, GA

Wells Fargo Clearing

David Payne is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Bank NA beginning in 2013. Outside of his advisory role, Payne has a minority ownership interest in Flint River Hunting Preserve LLC in Crawford County, Georgia. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to evaluate investment options and offers a mix of brokerage and advisory solutions across a broad platform.

Retired Founder/Business Owner
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Benjamin T

Series 63, Series 66

Cartersville, GA

Wells Fargo Clearing

Benjamin Taylor is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked with Wells Fargo Bank NA and Wells Fargo Advisors, LLC since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets, employs over 14,000 financial advisors, and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Scott S

Series 63, Series 66

Cartersville, GA

Wells Fargo Clearing

Scott Steinitz is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 credentials and with 23 years of industry experience. His career includes roles at J.P. Morgan Securities, Chase Investment Services Corp., and Truist Investment Services. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm leverages research and analytics to evaluate investments, offering both brokerage and advisory solutions across a broad range of financial products.

Retired Founder/Business Owner
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Kristopher K

CFP®, Series 66

Cartersville, GA

Wells Fargo Clearing

Kristopher Krause is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Edward Jones from 2010 to 2014. Wells Fargo Advisors is a national securities firm with over 14,000 financial advisors and approximately $671 billion in assets under management, offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm provides a range of brokerage and advisory solutions, leveraging research and analytics and employing diversification principles and modern portfolio theory in its investment approach.

Retired Founder/Business Owner
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Travis M

Series 66

Cartersville, GA

Wells Fargo Clearing

Travis Mccloskey is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Raymond James & Associates, Morgan Keegan & Company, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he is the CFO and co-owner of a legal nurse consulting firm. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from its investment institute with third-party analytics to support diversified portfolio strategies and offers a range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Corey H

Series 66

Cartersville, GA

Wells Fargo Clearing

Corey Hawkins is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services since 2016 and has worked at Wells Fargo Bank NA since 2013. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Guy L

Series 66

Cartersville, GA

Wells Fargo Clearing

Guy Levhar is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has worked previously at PNC Investments and multiple J.P. Morgan Chase entities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Parker H

Series 63, Series 66

Cartersville, GA

Wells Fargo Clearing

Parker Hendrixson is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Wells Fargo, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for four years and spent one year at Thrivent Financial. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics to support its investment approach, which emphasizes diversification and modern portfolio theory.

Retired Founder/Business Owner
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Amanda T

Series 66

Cartersville, GA

Wells Fargo Clearing

Amanda Telotte is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She serves as an executor and trustee for investment-related estate and trust matters in Kennesaw, GA. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Collin K

Series 66

Cartersville, GA

Wells Fargo Clearing

Collin Kee is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and bringing 24 years of industry experience. He worked at CUSO Financial Services, Lp for 13 years prior to joining Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Luz D

Series 63, Series 66

Cartersville, GA

Wells Fargo Clearing

Luz Delgado is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and having nine years of industry experience. She has worked at Wells Fargo Bank NA since 2014 and with Wells Fargo Clearing Services, LLC since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Patrick R

CFP®, Series 63, Series 65, Series 66

Cartersville, GA

Wells Fargo Clearing

Patrick Reid is a CFP®-certified financial advisor with 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Ronald Blue & Co., LLC and Ameriprise. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages roughly $671 billion in assets, offering a wide range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Christopher J

Series 63, Series 66

Cartersville, GA

Wells Fargo Clearing

Christopher Janusek is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes prior roles at JP Morgan Securities, Thrivent Financial, PNC Financial, Regions Bank, Cetera, and Edward Jones. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to evaluate investment managers and options, providing both brokerage and advisory solutions across a wide client base.

Retired Founder/Business Owner
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Matthew M

Series 63, Series 66

Cartersville, GA

Wells Fargo Clearing

Matthew Mcwilliams is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with HRH Investment Advisors, LLC from 2004 to 2007. Outside of his advisory work, he co-owns Wellness Designed, LLC, a business offering wellness products and services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines in-house research and third-party analytics to support diverse investment strategies and offers both brokerage and advisory solutions at scale.

Retired Founder/Business Owner
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Gregory D

Series 66

Cartersville, GA

Wells Fargo Clearing

Gregory Difani is a Series 66-registered financial advisor with 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Richard J

Series 66

Cartersville, GA

Wells Fargo Clearing

Richard Juliano is a financial advisor with Wells Fargo Clearing in Cartersville, GA, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Merrill, SunTrust Bank, and JPMorgan Chase Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors.

Retired Founder/Business Owner
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William G

Series 66

Cartersville, GA

Wells Fargo Clearing

William Gibboney is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and also has concurrent experience with Six Flags Over Georgia and Wachovia Bank, N.A. since 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory and financial planning services, operating with over 14,000 advisors and approximately $671 billion in assets under management.

Retired Founder/Business Owner
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