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Victor F

Series 63, Series 66

Marietta, GA

Wells Fargo Clearing

Victor Fermin is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Wells Fargo Bank NA since 2011. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Joshua W

Series 65, Series 63

Marietta, GA

Wells Fargo Clearing

Joshua Windham is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Wells Fargo, he held roles at Ameriprise and several smaller firms and ventures. Outside of advisory work, his background includes entrepreneurial activities such as Windham Landscaping. 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 a large network of advisors and uses research-driven, diversification-based investment strategies while offering both brokerage and advisory solutions.

Retired Founder/Business Owner
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Simon L

Series 63, Series 65

Marietta, GA

Wells Fargo Clearing

Simon Leung is a financial advisor with Wells Fargo Clearing in Marietta, GA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked with Wells Fargo entities since 2014, including Wells Fargo Advisors, LLC and Wells Fargo Bank NA. 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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Thomas L

Series 66

Marietta, GA

Wells Fargo Clearing

Thomas Lewis is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Cetera, Regions Bank, American Eagle FCU, LPL Financial, and CUSO Financial 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 manages approximately $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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