Briana Whitley is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Charleston, IL, with 9 years of industry experience. Briana 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.
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
6009 Park Drive, [Satellite], Charleston, IL, 61920
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Regulatory History
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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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 Registrations45 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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