Albany, GA Pointe North Blvd Office
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Wells Fargo Advisors
Institution
Firm-wide stats for Wells Fargo Advisors
About
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 through a network of financial advisors. Its planning menu is broad and offered to clients who meet a net‑worth threshold, covering cash‑flow, retirement, education, risk and wealth‑transfer planning as well as niche services such as business‑owner transition planning, sports & entertainment planning, special‑needs analysis, and divorce planning that require specific advisor credentials.
Financial advisors develop tailored recommendations using Wells Fargo research, planning tools and simulation models, and deliver those recommendations through meetings and written client summary letters; clients may choose whether or how to implement recommendations and implementation through the firm’s brokerage or advisory programs is optional. Planning engagements are generally discrete rather than ongoing, and fees are negotiated based on the scope and complexity of the engagement.
Notably, the firm integrates advisory services with other financial product sales and referral channels—such as banking, securities‑based lending, trustee services and affiliated fund strategies—resulting in multiple compensation streams for advisors and referral payments to affiliated entities. WFAFN’s disclosure also highlights a range of advisor compensation arrangements (including recruitment payments, loan options, enhanced payouts, and a recently disclosed advisory earnings‑sharing arrangement) and a record of regulatory settlements that are relevant to its compliance and supervisory oversight.
Based on Wells Fargo Advisors
Expertise
Based on Wells Fargo Advisors
Location
613 Pointe North Blvd
Albany GA 31721
Advisors at this office
6
Advisors at this office
Lee S
Series 65, Series 63
Albany, GA
Wells Fargo Advisors
Lee Spratling is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at OneAscent Wealth Management and The Retirement Advantage. Spratling also owns and operates LEE SPRATLING, INC., an investment-related business in Albany, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.
John I
Series 63, Series 66
Albany, GA
Wells Fargo Advisors
John Inman IV is a financial advisor with Wells Fargo Advisors in Albany, GA, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, he worked at Raymond James & Associates from 2013 to 2020. He is a passive investor with ownership in an online news website located in Albany. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services. The firm provides a broad range of planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning, supported by proprietary research and tools, and integrates advisory services with other financial products and referral channels.
Victor S
Series 66
Albany, GA
Wells Fargo Advisors
Victor Sullivan is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds the Series 66 designation and has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he owns and operates two investment-related businesses, Navillus LLC and Victor C. Sullivan, IV Inc. 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 and integrates advisory solutions with other financial products and referral channels.
Allison D
Series 63, Series 66
Albany, GA
Wells Fargo Advisors
Allison Daniels is a financial advisor with Wells Fargo Advisors in Albany, GA, holding Series 63 and Series 66 credentials and 19 years of industry experience. She previously worked at Raymond James & Associates for seven years before joining Wells Fargo Advisors in 2020. Daniels serves on the Board of Trustees at Andrew College, participating in budget and program decisions. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning, sports and entertainment planning, and divorce planning, using proprietary research and tools to develop tailored client recommendations.
Lisa C
Series 66
Albany, GA
Wells Fargo Advisors
Lisa Cosper is a financial advisor with Wells Fargo Advisors in Albany, GA. She holds a Series 66 designation and has experience in the financial industry since 2022, including prior work at Rainey Used Cars and Georgia Community Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using Wells Fargo research and tools, with clients able to choose how to implement recommendations through brokerage or advisory programs.
David G
Series 66
Albany, GA
Wells Fargo Advisors
David Guillebeau is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked within Wells Fargo since 2011, including roles at Wells Fargo Clearing. Outside of his advisory work, he manages GBEAU LLC, a financial practice based in Albany, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment strategies tailored to clients who meet specific net-worth thresholds.
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