Briana Whitley is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Marco Island, FL, with 8 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
Marco Island, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Briana has ownership stakes in several investment-related entities, including SC3F Wealth Management Group LLC, Finet Practice Rental Property, SC3F Enterprises, LLC, and other rental properties. She also serves as Secretary for Mattoon Emerging Leaders, a non-investment related organization.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations43 states
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