AA
AA

Anne Abernethy

18 Years of Experience
Newton, NC
Broker

Anne Abernethy is a registered investment advisor at Wells Fargo Advisors, based in Newton, NC, with 18 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

110 S College Ave, 1st Floor, Newton, NC, 28658

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Anne owns multiple rental properties, some with her spouse, and is a co-trustee for a family trust. She also serves as a part-time pastor at Bethel United Church of Christ, dedicating about 10-20% of her time to this role.

Employment History
Current Registrations
Wells Fargo Advisors
March 2023 - Present · 3 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2007 - March 2023 · 15 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
November 2007 - March 2023 · 15 yrs 4 mos
State Registrations14 states
CACOCTFLGAKYNCORSCTNUTVAWAWI
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.