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Angela Lane

Wells Fargo Advisors
11 Years of Experience
Pensacola, FL
3 DisclosuresBroker
View SEC Summary
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Angela Lane is a registered investment advisor at Wells Fargo Advisors, based in Pensacola, FL, with 11 years of industry experience. Angela 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.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

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

View Full SEC Brochure

Location

316 S Baylen St, Ste 509 5th Fl, Pensacola, FL, 32502

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
January 2020
Final
Financial
January 2019
Pending
Financial
May 2018
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
August 2021 - Present · 5 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2016 - August 2021 · 5 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
May 2016 - August 2021 · 5 yrs 3 mos
Morgan Stanley
February 2016 - May 2016 · 3 mos
Morgan StanleyBroker
July 2015 - May 2016 · 10 mos
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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