Wesley Egan
Wesley Egan is a registered investment advisor at Wells Fargo Advisors, based in Charlotte, NC, with 37 years of industry experience. Wesley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
550 S Tryon St 44th & 45th Fls, Charlotte, NC, 28202
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 1994Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
First Union Brokerage Services, INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
The Robinson-Humphrey Company INC.Broker
F.N. Wolf & CO., INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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