Charlotte, NC Colony Rd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
7615 Colony Rd, Ste 215 A
Charlotte NC 28226
Advisors at this office
5
Advisors at this office
Jordan F
Series 66
Charlotte, NC
Wells Fargo Advisors
Jordan Fuller is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Dixon Wells. Wells Fargo Advisors Financial Network is an institution serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with services that include specialized planning for business owners, sports and entertainment professionals, and other niche client needs.
Archie M
CFP®, Series 66
Charlotte, NC
Wells Fargo Advisors
Archie Martin is a CFP® and Series 66-registered financial advisor with 14 years of industry experience, currently with Wells Fargo Advisors since 2021. He previously worked for Wells Fargo Clearing from 2016 to 2021. Martin serves as a board member of the Academy of Finance at Williams High School and is a finance committee member for the North Carolina Grand Lodge. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning.
Bailey B
CFP®, Series 66
Charlotte, NC
Wells Fargo Advisors
Bailey Bartee is a CFP® with 23 years of industry experience and is currently with Wells Fargo Advisors, where he has worked since 2019. Prior to that, he spent three years at Wells Fargo Clearing. Bartee serves as chair of the Endowment Committee at SouthPark United Methodist Church, where he discusses investment performance and project costs. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, combining research, planning tools, and optional implementation through brokerage or advisory programs.
Andrew W
Series 66
Charlotte, NC
Wells Fargo Advisors
Andrew Walker is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2018. Prior to his financial services career, he was involved with Stuart's Tents and Events and has experience from Appalachian State University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services that include cash-flow, retirement, education, and specialized areas such as business-owner transition and sports and entertainment planning.
Phillip J
CFP®, Series 63, Series 66
Charlotte, NC
Wells Fargo Advisors
Phillip Jordan is a CFP® certificant with 25 years of experience in the financial industry. He is currently with Wells Fargo Advisors in Charlotte, NC, and previously worked at Wells Fargo Clearing and Edward Jones. He also owns and operates Bespoke Asset Management LLC, an investment-related business based in Matthews, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with client engagement options that include brokerage and advisory programs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)