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Aaron Talley

21 Years of Experience
1 DisclosureBroker

Aaron Talley is a registered investment advisor at Wells Fargo Advisors, based in Leland, NC, with 21 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

503 Olde Waterford Way, Ste 200, Leland, NC, 28451

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History

Regulatory History (1)
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Customer Dispute
June 2007
Closed-No Action
Other Business Activities

Aaron owns All Roads Ministries, a faith-based speaking engagement, and The Vine Group Inc., a financial practice. He dedicates about two-thirds of his time to The Vine Group Inc.

Employment History
Current Registrations
Wells Fargo Advisors
January 2023 - Present · 3 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2023 - Present · 3 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2007 - January 2023 · 15 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
May 2007 - January 2023 · 15 yrs 8 mos
Edward Jones
March 2007 - June 2007 · 3 mos
Edward JonesBroker
March 2004 - June 2007 · 3 yrs 3 mos
State Registrations17 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.