LG
LG

Latonya Golson-Ballard

2 Years of Experience
Goldsboro, NC
4 DisclosuresBroker

Latonya Golson-Ballard is a registered investment advisor at Wells Fargo Advisors, based in Goldsboro, NC, with 2 years of industry experience. Latonya 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

301 E Ash St, Goldsboro, NC, 27530

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
November 2017
Final
Financial
August 2017
Final
Financial
June 2017
Final
Financial
January 2017
Final
Other Business Activities

Latonya co-owns True Trucking Logistics LLC with her spouse, dedicating about 10-20% of her time to administration. She also owns 5% of Dadream LLC, a real estate company, spending a few hours per week with no specific duties.

Employment History
Current Registrations
Wells Fargo Advisors
January 2024 - Present · 2 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
October 2023 - Present · 3 yrs
State Registrations1 state
NC
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.
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