Unclaimed Profile

Julia C Wellborn

WELLS FARGO INVESTMENT INSTITUTE, INC.·CHARLOTTE, North Carolina

WELLS FARGO INVESTMENT INSTITUTE, INC.

401 SOUTH TRYON STREET, CHARLOTTE, NC 28202CRD# 4039170Firm CRD# 133204

Profile Verification

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

Identity

Julia C Wellborn · CHARLOTTE, NC

Registration

CRD #4039170 · WELLS FARGO INVESTMENT INSTITUTE, INC.

Brand Profile

Not yet started

Disclosure history

11 disclosures on file · See FINRA BrokerCheck for full record

About

Julia C Wellborn is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with WELLS FARGO INVESTMENT INSTITUTE, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

WELLS FARGO INVESTMENT INSTITUTE, INC.

AUM

$44.0B

Regulatory assets under management

Employees

251

Total firm employees

View all advisors at WELLS FARGO INVESTMENT INSTITUTE, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4039170

Firm CRD# 133204

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Julia C Wellborn offer?

Julia C Wellborn specializes in Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Julia C Wellborn's credentials?

Julia C Wellborn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julia C Wellborn located?

Julia C Wellborn is based in CHARLOTTE, North Carolina, working with WELLS FARGO INVESTMENT INSTITUTE, INC.. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Julia C Wellborn charge for services?

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

How large is WELLS FARGO INVESTMENT INSTITUTE, INC.?

WELLS FARGO INVESTMENT INSTITUTE, INC. has approximately 251 employees and manages $44.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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