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Sharla Covington

24 Years of Experience
Dallas, TX
Broker

Sharla Covington is a registered investment advisor at Wells Fargo Advisors, based in Dallas, TX, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5949 Sherry Lane, Suite 1225, Dallas, TX, 75225

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Sharla has 100% ownership of Sharla Bowling Wealth Management, LLC, which is investment-related. This takes nearly all of Sharla's time.

Employment History
Current Registrations
Wells Fargo Advisors
April 2021 - Present · 5 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - April 2021 · 13 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - April 2021 · 13 yrs 3 mos
A. G. Edwards & Sons, INC.
September 2002 - January 2008 · 5 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
June 2001 - January 2008 · 6 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.