Unclaimed Profile

Warren Terry

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC·ST. LOUIS, Missouri

SIE, Series 7, Series 24, Series 31, Series 66, Series 99TOClean record23 years registeredWELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

ONE NORTH JEFFERSON AVENUE, ST. LOUIS, MO 63103CRD# 4281503Firm CRD# 11025

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Warren Terry · ST. LOUIS, MO

Registration

CRD #4281503 · WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 23 years registered

Brand Profile

Not yet started

Career History

&PARTNERS

Sep 2023 – present

WELLS FARGO CLEARING SERVICES, LLC

Jun 2005 – Jul 2023

ST. LOUIS, MO

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Jan 2003 – Dec 2004

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 66

Series 99TO

Registration record

First registered · January 24, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD 11025 · SEC 801-57434

AUM

$154.2B

Regulatory assets under management

Employees

3,227

346,499 client accounts

Services offered by WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC →

Introduction

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Frequently Asked Questions

What services does Warren Terry offer?

Warren Terry specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.

What are Warren Terry's credentials?

Warren Terry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Warren Terry located?

Warren Terry is based in ST. LOUIS, Missouri, working with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.

How does Warren Terry charge for services?

Warren Terry's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC?

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC has approximately 3227 employees and manages $154.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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