Wells Fargo Advisors
Bank Credit Union
Why pick this one
Wells Fargo Advisors provides investment planning, stocks, bonds, and mutual funds through its North Wilkesboro branch and advisor Casey Bumgarner.
Best for
- investment planning in North Wilkesboro
- stock, bond, and mutual fund investing
- life-goal financial planning
- clients seeking an advisor licensed for insurance in North Carolina
Look elsewhere if
- FDIC-insured deposit products
- banking services rather than investment or insurance products
- guaranteed-principal investments
Specialties
- investment strategy
- financial planning for life goals
- bond investing
- mutual funds
- stocks
- insurance products
Certifications
- FINRA-registered broker-dealer
- SIPC member
- Insurance licensed in North Carolina
- Securities registered in Arizona, California, Colorado, Florida, Georgia, Idaho, Maryland, Missouri, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington
What makes them different
- North Wilkesboro branch at 205 Tenth St
- Financial advisor Casey Bumgarner
- Offers access to bonds, mutual funds, and stocks
- Provides investment strategy and life-goal planning resources
- Operates through Wells Fargo Clearing Services, LLC, a non-bank affiliate
- Serves
- North Wilkesboro
Distilled from this business's own website.
Contact & Location
- Address
- 205 Tenth St, North Wilkesboro, NC 28659
- Phone
- 3366671291
- Website
- https://home.wellsfargoadvisors.com/001_2F?exci...
- alan.cary@wellsfargoadvisors.com
Services
- financial advisory
- investment planning
- securities brokerage
- insurance products