Omar Radney
Omar Radney is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Charlotte, NC, with 13 years of industry experience. Omar 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
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
1525 West Wt Harris Blvd, Bldg 3 - 3rd Fl, Charlotte, NC, 28262
Get directionsHistory
Regulatory History (5)
Financial
April 2025Financial
March 2025Employment Separation After Allegations
March 2025Financial
August 2021Financial
January 2021Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations53 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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