Richmond, VA West Moore Street 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
3019 West Moore Street, Suite 100
Richmond VA 23230
Advisors at this office
4
Advisors at this office
Kamran R
Series 63, Series 65
Richmond, VA
Wells Fargo Advisors
Kamran Raika is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Outside of his advisory work, Raika is a co-owner of Ghanshyam Hospitality LLC, which owns a Hampton Inn hotel, serving as a silent partner. 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 planning menu including specialized services such as business-owner transition planning and special-needs analysis, delivering tailored recommendations supported by Wells Fargo research and planning tools.
Patrick M
CFP®, Series 63, Series 66
Richmond, VA
Wells Fargo Advisors
Patrick Meyer is a CFP®-designated financial advisor with Wells Fargo Advisors in Richmond, VA, and has 22 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2010. Outside of Wells Fargo, he is involved in wealth management firms in Virginia, including Meyer Wealth Management LLC and River Hills Wealth Management, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions that address various client needs. Advisors use firm research and planning tools to develop tailored recommendations, with clients choosing how to implement them through brokerage or advisory programs.
Benjamin S
CFP®, Series 66
Richmond, VA
Wells Fargo Advisors
Benjamin Sillmon III is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2013. He holds partial ownership in River Hills Wealth Management LLC and full ownership of Sillmon Wealth Management, LLC. Sillmon is also active in nonprofit governance, serving on the endowment committee of the Winfree Foundation for the Future and on the board of trustees for the Everbless Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser delivering investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad menu of planning services and integrates advisory offerings with multiple financial products and referral channels.
Thomas P
Series 66
Richmond, VA
Wells Fargo Advisors
Thomas Perry is a financial advisor at Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation with 11 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2015. Perry serves as treasurer for the Fan District Association, managing the organization’s financial records and budget. Wells Fargo Advisors Financial Network delivers investment and fee-based financial planning services to individuals, trusts, and institutions, utilizing proprietary research and planning tools. The firm offers a wide range of planning services tailored to clients who meet a net-worth threshold, with flexible implementation options through brokerage or advisory programs.
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