Wendy Behner is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Charleston, SC, with 36 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
225 Seven Farms Dr, Ste 300, Charleston, SC, 29492
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wendy has ownership stakes in multiple rental properties in Arizona and Florida, dating back to 2014. She dedicates minimal time per week to managing these properties.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Cal Fed InvestmentsBroker
Invest Financial CorporationBroker
State Registrations19 states
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