Lawrenceville, GA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$234,452,819,935
ClientsTotal clients
455,837
AdvisorsAdvisors at this office
2
Of 4,147 advisors across 1,134 offices
Location
189 W Pike Street NW, [Satellite]
Lawrenceville GA 30046
Advisors at this office
2
Advisors at this office
Renee H
Series 63, Series 66
Lawrenceville, GA
Wells Fargo Advisors
Renee Houser is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various Wells Fargo entities since 2009. 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 options, including specialized services for business-owner transitions, sports and entertainment, special needs, and divorce planning.
James B
CFP®, Series 63, Series 65
Lawrenceville, GA
Wells Fargo Advisors
James Bortak II is a CFP®-certified financial advisor with 28 years of industry experience, currently at Wells Fargo Advisors since 2025. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2025. Outside of his advisory role, he serves as a design review board committee member for the Stonecrest Homeowners Association in Buford, GA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser 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 proprietary research and tools, with an emphasis on customized recommendations and integration of advisory services with other financial products.
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