Wendell Stallings is a CFP, ChFC-designated registered investment advisor, based in Charlotte, NC, with 17 years of industry experience.
Location
Charlotte, NC
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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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Current Registrations
Nylife Distributors LLCBroker
September 2025 - Present · 8 mos
Eagle Strategies LLC
September 2025 - Present · 8 mos
Nylife Distributors LLC
September 2025 - Present · 8 mos
Previous Registrations
Ameritas Advisory Services, LLC
November 2021 - November 2024 · 3 yrs
Ameritas Advisory Services
October 2020 - November 2021 · 1 yr 1 mo
Ameritas Investment Company, LLCBroker
July 2017 - November 2024 · 7 yrs 4 mos
Metlife Investors Distribution CompanyBroker
September 2015 - February 2017 · 1 yr 5 mos
Lincoln Financial Distributors, INC.Broker
December 2000 - February 2008 · 7 yrs 2 mos
The Lincoln National Life Insurance CompanyBroker
September 2000 - December 2000 · 3 mos
Lincoln Financial Advisors CorporationBroker
September 2000 - December 2000 · 3 mos
Robert W. Baird & CO. IncorporatedBroker
November 1999 - July 2000 · 8 mos
Northwestern Mutual Investment Services, LLCBroker
November 1999 - July 2000 · 8 mos
State Registrations6 states
DCFLGAMDNCVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.