Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
232 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B
Fee Structure
Minimum Investment:$25K
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Contact
Wendolyn Forbes
Location
37 Church Street, Suite 11, Waynesville, NC, 28786
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Wendolyn owns rental property, is a self-published author, and serves on the boards of several non-profit organizations including Working Wheels, Haywood Chamber of Commerce, Haywood Vocational Opportunities, Haywood Community College Foundation, and Lake Logan Retreat Center. She also works as an indoor cycling instructor.
Employment History
Current Registrations
Advisory Services Network
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2017 - August 2021 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2017 - August 2021 · 3 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
June 2013 - October 2017 · 4 yrs 4 mos
Wells Fargo Clearing Services, LLC
June 2013 - October 2017 · 4 yrs 4 mos
Wells Fargo Advisors, LLC
February 2009 - August 2012 · 3 yrs 6 mos
Wells Fargo Advisors, LLCBroker
April 2008 - August 2012 · 4 yrs 4 mos
State Registrations2 states
LANC
Advisor
Exams
No exam information available for this advisor.
Contact
Wendolyn Forbes