BC
CFP
BC
CFP

Bryan Cole

23 Years of Experience
Decatur, AL
Broker

Bryan Cole is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Decatur, AL, with 23 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

826 Bank St Ne, Decatur, AL, 35601

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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

Bryan has several business activities, including 100% ownership and presidency of Bear Creek Timber, Inc. and 75% ownership in Wayne Deer Trail LLC for timber management, taking about 10-20% of his time, as well as ownership stakes in Riverfront Wealth Management LLC, BWC Wealth Management Inc., Riverfront Override Partners, LLC, and Riverfront Override Holdings, LLC.

Employment History
Current Registrations
Wells Fargo Advisors
January 2023 - Present · 3 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - January 2023 · 15 yrs
Wells Fargo Clearing Services, LLCBroker
January 2008 - January 2023 · 15 yrs
A. G. Edwards & Sons, INC.Broker
April 2003 - January 2008 · 4 yrs 9 mos
A. G. Edwards & Sons, INC.
February 2003 - January 2008 · 4 yrs 11 mos
State Registrations24 states
ALARAZCACODCFLGAILKSKYLAMDMOMSNCNJNYOKORTNTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.