Virginia Beach, VA 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
4500 Main St, Suite 220 1st Fl
Virginia Beach VA 23462
Advisors at this office
5
Advisors at this office
Jason C
Series 66
Virginia Beach, VA
Wells Fargo Advisors
Jason Caldwell is a financial advisor at Wells Fargo Advisors in Virginia Beach, VA. He holds a Series 66 credential and has been with Wells Fargo Advisors since 2026. Prior to joining the firm, he held various roles including several years affiliated with James Madison University and work experience in the hospitality industry. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop customized recommendations.
Carter S
Series 66
Virginia Beach, VA
Wells Fargo Advisors
Carter Schanck is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and has worked previously with Wells Fargo Clearing Services and in roles at Virginia Beach Life Saving Service and Virginia Tech. Wells Fargo Advisors Financial Network operates as a large broker-dealer and registered investment adviser offering investment and 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, utilizing proprietary research and tools to develop recommendations.
Hillery S
Series 63, Series 65
Virginia Beach, VA
Wells Fargo Advisors
Hillery Schanck is a financial advisor with Wells Fargo Advisors in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Before joining Wells Fargo Advisors in 2025, Schanck worked within Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 onward. Outside of advising, Schanck is the author of a devotional book titled *The Soul Meets Its Worth*. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering comprehensive investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm’s approach integrates multiple financial products and services with planning, covering a broad range of client needs from retirement to niche areas such as business-owner transition and sports & entertainment planning.
Joseph C
Series 66
Virginia Beach, VA
Wells Fargo Advisors
Joseph Caldwell is a financial advisor with Wells Fargo Advisors in Virginia Beach, VA, holding a Series 66 designation and 28 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. He is also a part owner of two investment-related firms, Joseph Caldwell, LLC and Schanck Caldwell Investment Consulting Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with various financial products and referral channels.
Christina L
Series 66
Virginia Beach, VA
Wells Fargo Advisors
Christina Lopez is a financial advisor at Wells Fargo Advisors in Virginia Beach, VA, holding a Series 66 designation with 14 years of industry experience. She has been affiliated with Wells Fargo-affiliated firms since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 range of planning services, including niche areas such as business-owner transition and special-needs analysis, utilizing proprietary research and tools to deliver tailored recommendations.
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