Atlanta, GA Glenridge Dr 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
5600 Glenridge Dr, Suite 200 E
Atlanta GA 30342
Advisors at this office
6
Advisors at this office
Joshua B
Series 63, Series 65
Atlanta, GA
Wells Fargo Advisors
Joshua Brock is a financial advisor with Wells Fargo Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Raymond James Financial Services and Park Avenue Securities. Outside of his advisory work, he serves on the advisory board for the Cartersville Parks and Recreation Department and provides college football analysis for IMG College, LLC. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, using proprietary research and planning tools to develop customized recommendations. The firm serves clients through a variety of fee-based and brokerage programs tailored to meet diverse planning needs.
Seth A
Series 63, Series 65
Atlanta, GA
Wells Fargo Advisors
Seth Asher is a financial advisor at Wells Fargo Advisors based in Atlanta, GA, with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Wells Fargo entities since 2014. Outside of his advisory role, he is involved in investment-related activities through ownership and management roles in JAMM Financial LLC and Ascending Capital Management 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 financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.
Douglas A
Series 66
Atlanta, GA
Wells Fargo Advisors
Douglas Astrop is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds the Series 66 designation and previously operated Astrop Advisory Corporation for 18 years. Outside of his advisory work, he serves as treasurer for a nonprofit organization, Zorro’s Crossing Inc., where he assists with oversight and general advice. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad planning menu that includes specialized areas such as business-owner transition and special-needs analysis. The firm offers tailored recommendations supported by proprietary research and tools, with flexible implementation options for clients.
Armistead B
CFP®, Series 66
Atlanta, GA
Wells Fargo Advisors
Armistead Burwell is a CFP® designated advisor with Wells Fargo Advisors in Atlanta, GA, bringing six years of industry experience. His prior roles include positions at Wipfli Financial Advisors, IFG Advisory (Magnolia Financial Group), LPL Financial, and Skyline Steel. He is also the owner of Boxwood Financial Services LLC and serves as trustee of his mother’s revocable living trust. 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 using proprietary research and tools, with tailored recommendations delivered through meetings and client letters.
Marc A
CFP®, Series 63, Series 65
Atlanta, GA
Wells Fargo Advisors
Marc Alexander is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he has ownership in two investment-related firms, MA-JA Holdings, LLC and Ascending Capital Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients choosing how to implement them through various brokerage and advisory programs.
Phinizy D
Series 63, Series 65
Atlanta, GA
Wells Fargo Advisors
Phinizy Davis is a financial advisor at Wells Fargo Advisors in Atlanta, GA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles within Wells Fargo and Morgan Stanley since 2011. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, supported by proprietary research and tools.
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