AE
CFP
AE
CFP

Amee Earl

25 Years of Experience
Raleigh, NC
Broker

Amee Earl is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Raleigh, NC, with 25 years of industry experience. Amee 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

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Location

3105 Glenwood Ave Stes 201 & 302, Raleigh, NC, 27612

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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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Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
May 2022 - Present · 4 yrs 5 mos
Wells Fargo Advisors
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
Facet Wealth, INC
January 2022 - June 2022 · 5 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - June 2020 · 16 yrs 11 mos
Wells Fargo Clearing Services, LLC
July 2003 - June 2020 · 16 yrs 11 mos
Prudential Securities Incorporated
March 2003 - July 2003 · 4 mos
Prudential Securities IncorporatedBroker
February 2001 - July 2003 · 2 yrs 5 mos
Dean Witter Reynolds INC.Broker
October 2000 - December 2000 · 2 mos
Advest, INC.Broker
June 1999 - August 2000 · 1 yr 2 mos
State Registrations31 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
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