Richmond, VA 5701 Patterson Ave 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
5701 Patterson Ave, Ste 101 Fl 1
Richmond VA 23226
Advisors at this office
7
Advisors at this office
Amanda Q
Series 66
Richmond, VA
Wells Fargo Advisors
Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. 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 using proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.
Christopher G
CFP®, Series 66
Richmond, VA
Wells Fargo Advisors
Christopher Geary is a CFP® with 22 years of industry experience, currently affiliated with Wells Fargo Advisors. His prior roles include positions at OSAIC, Triad Advisors, Gallagher Fiduciary Advisors, Independent Financial Group, LLC, F3Logic, LLC, and National Planning Corporation. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth criteria. The firm uses proprietary research and planning tools to develop customized recommendations delivered through meetings and written summaries.
Scott M
Series 63, Series 65
Richmond, VA
Wells Fargo Advisors
Scott Macmillan is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within Wells Fargo entities since 2009. Outside of his advisory role, he owns and operates Macmillan Enterprises LLC, a personal finance-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo research and planning tools to develop tailored recommendations for clients.
Alan M
Series 63, Series 66
Richmond, VA
Wells Fargo Advisors
Alan Markfeld is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding Series 63 and Series 66 registrations. He has 28 years of industry experience with prior roles at firms including OSAIC, Triad Advisors, Gallagher Fiduciary Advisors, and Delaware Distributors. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting certain net-worth thresholds, using Wells Fargo research and planning tools to develop recommendations delivered through meetings and written summaries.
Craig D
Series 63, Series 65
Richmond, VA
Wells Fargo Advisors
Craig Dods is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his role at Wells Fargo, Dods holds a 28% ownership in Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.
John C
CFP®, Series 66
Richmond, VA
Wells Fargo Advisors
John Cain is a CFP® professional with 15 years of industry experience, currently advising clients at Wells Fargo Advisors in Richmond, VA. His work history includes over a decade with Wells Fargo entities, dating back to 2010. Outside of his role at Wells Fargo Advisors, he holds a 28% ownership stake in Granite Wealth Management, LLC, an investment-related business. 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 for clients meeting certain net-worth thresholds, utilizing proprietary research and tools to develop tailored recommendations.
Thomas V
Series 63, Series 66
Richmond, VA
Wells Fargo Advisors
Thomas Valentine is a financial advisor at Wells Fargo Advisors in Richmond, VA, holding Series 63 and Series 66 licenses with 42 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory role, he serves on the finance committee of The Valentine Museum. Wells Fargo Advisors Financial Network is a 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 planning menu supported by Wells Fargo research and tools, with clients able to implement recommendations through various firm programs.
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