Atlanta, GA 4454 Roswell Rd NE Office
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WELLS FARGO Advisors
Institution
Firm-wide stats for WELLS FARGO Advisors
About
Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs and retirement plan consulting to individual, corporate and institutional clients, including pension and charitable organizations. The firm operates at large scale—reporting roughly $671 billion in assets under management and more than 14,000 financial advisors—and offers both brokerage and advisory solutions.
For retirement plans it offers a mix of non‑discretionary consulting and discretionary Plan Level Investment Selection 3(38) services, along with IPS development, investment search and recommendation, benchmarking, participant education and periodic performance reporting. The firm relies on research and analytics from Wells Fargo Investment Institute and third‑party databases and generally evaluates managers and options using diversification principles and modern portfolio theory, while noting that available investment options are typically limited to a plan’s custodian platform.
A noteworthy operational feature is the firm’s role in distributing and facilitating a range of other financial products through bank and insurance affiliates—such as deposit sweep options, lending and trustee services, and insurance/annuity arrangements—and the Form ADV discloses referral and product‑related compensation that can affect advisor incentives. The brochure also discloses several recent regulatory enforcement actions and settlements related to cash sweep disclosures, advisory billing and supervisory controls, which are material considerations for prospective clients.
Based on WELLS FARGO Advisors
Location
4454 Roswell Rd NE, [Roswell Wieuca]
Atlanta GA 30342
Advisors at this office
3
Advisors at this office
Darrell J
Series 66
Atlanta, GA
Wells Fargo Clearing
Darrell James is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill, Bank of America, and JP Morgan Chase. Outside of his financial advisory work, he occasionally works as a part-time Uber Eats driver. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research-driven and diversification-based approaches in its investment strategies.
Virgil D
Series 63, Series 65
Atlanta, GA
Wells Fargo Clearing
Virgil Dortch is a financial advisor with Wells Fargo Clearing in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as an assistant instructor in martial arts. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and a broad range of financial products.
John H
Series 66, Series 63
Atlanta, GA
Wells Fargo Clearing
John Hoskins is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, Merrill, and served in the United States Army Reserve. Outside of his advisory role, he is the sole owner of a rental property in Burton, Michigan. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources to offer diversified investment solutions through both brokerage and advisory platforms.
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