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James Richard Webster

Wells Fargo Investment Institute, Inc.

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About James Richard Webster

James Richard Webster is a financial advisor registered with Wells Fargo Investment Institute, Inc. in Charlotte, North Carolina. James has been in the financial services industry for over 10 years. James is a Series 66 and Series 7 licensed representative and holds the SIE license. James has previously been registered with LPL Financial LLC. James has been employed by Wells Fargo Investment Institute, Inc. since October 2024. Before that, James worked at Adhesion Wealth Advisor Solutions. James specializes in retirement planning, estate planning, insurance, and college savings.

Firm Information

James Webster is currently registered with Wells Fargo Investment Institute, Inc.. Wells Fargo Investment Institute, Inc. is a Registered Investment Advisor (RIA) headquartered in Charlotte, NC. The firm manages approximately $43.99 billion in assets for clients, including individuals, trusts, businesses, institutions, and charities. The firm's advisory services include portfolio management for individuals and businesses, selection of other advisors, and the publication of periodicals. They also offer a wrap fee program.
Wells Fargo Investment Institute, Inc.

550 SOUTH TRYON STREET

CHARLOTTE, NC 28202

$44.00B

Assets Under Management

3

Total Clients

52

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Webster’s Registration & Firm History

NC

10/17/2024 - Present

Wells Fargo Investment Institute, Inc. (CHARLOTTE NC)

SC

03/13/2018 - 08/23/2019

LPL FINANCIAL LLC (FORT MILL SC)

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Licenses & Designations

BOTH

Issued 06/04/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Richard Webster.
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