Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharla? Claim Your ProfileSharla Covington is a financial advisor who has been working in the industry since 2001. Sharla has a Series 7 and Series 66 license and is registered to provide investment advice in 53 states and the District of Columbia. Sharla currently works at Wells Fargo Advisors Financial Network, LLC. Sharla has been with Wells Fargo Advisors Financial Network, LLC since 2021. Prior to that, Sharla was a financial advisor at Wells Fargo Clearing Services, LLC in San Antonio, TX and A. G. Edwards & Sons, Inc. in Nacogdoches, TX.
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
TX
04/22/2021 - Present
Wells Fargo Advisors Financial Network, LLC (DALLAS TX)
TX
01/01/2008 - 04/22/2021
WELLS FARGO CLEARING SERVICES, LLC (SAN ANTONIO TX)
TX
06/07/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NACOGDOCHES TX)
BOTH
Issued 09/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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