Unclaimed
Bryan Cole is an investment advisor representative registered with Wells Fargo Advisors Financial Network, LLC. Bryan has been working in the securities industry since 2003. Bryan is registered with the Securities and Exchange Commission and with the states of Alabama and Texas. Bryan has earned a Series 3, Series 7, and Series 66 securities licenses and holds the Certified Financial Planner designation. Bryan is experienced in portfolio management for individuals and businesses. Bryan has been working with Wells Fargo Advisors for over 10 years, previously working with Wells Fargo Clearing Services, LLC and A.G. Edwards & Sons, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
01/05/2023 - Present
Wells Fargo Advisors Financial Network, LLC (HUNTSVILLE AL)
AL
01/01/2008 - 01/05/2023
WELLS FARGO CLEARING SERVICES, LLC (HUNTSVILLE AL)
AL
04/08/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HUNTSVILLE AL)
BOTH
Issued 02/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2003
Series 3 - National Commodity Futures Examination
BC
Issued 02/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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