Richard Jarman is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Charlotte, NC, with 26 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B 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
6000 Fairview Road SUITE 1110 FLOOR 11, Charlotte, NC, 28210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard co-owns commercial rental property through Gaston Associates and manages farmland leases and rental property as a managing partner of Dogwood Meadows LLC. He also has 100% ownership of WSC Holdings, LLC, managing expenses and performing maintenance, dedicating minimal time to Gaston Associates and a few hours per week to Dogwood Meadows and WSC Holdings.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations26 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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