Port Orange, FL 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
3860 S Nova Rd
Port Orange FL 32127
Advisors at this office
4
Advisors at this office
Colleen S
CFP®, Series 63, Series 65
Port Orange, FL
Wells Fargo Clearing
Colleen Sparrow is a CFP®-certified financial advisor with 26 years of industry experience, currently with Wells Fargo Clearing since 2016. She previously worked at Merrill and Banc of America Investment Services, Inc. Outside of her advisory role, she books travel for individuals through MAGIC CARPET DESTINATIONS, LLC. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, leveraging extensive research and a broad range of brokerage and advisory solutions.
Elaine P
Series 63, Series 66
Port Orange, FL
Wells Fargo Clearing
Elaine Pavlakovic is a financial advisor with Wells Fargo Clearing in Port Orange, FL, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wachovia Bank, N.A. beginning in 2002. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Michelle R
Series 63, Series 65
Port Orange, FL
Wells Fargo Clearing
Michelle Rogers is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo and SunTrust advisory firms since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.
Peter J
Series 66
Port Orange, FL
Wells Fargo Clearing
Peter Jansen is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following prior roles at Merrill and Banc of America Investment Services. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
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