Charles Edward Bledsoe
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wells Fargo Clearing Services, LLCMay 2026 to now
- Raymond James Financial Services Advisors, IncAug 2022 to May 2026
- Raymond James Financial Services, IncAug 2022 to May 2026
- Wilson Bank & TrustAug 2022 to May 2026
- Suntrust Advisory ServicesSep 2016 to Aug 2022
- Suntrust Investments Services, Inc.Feb 2014 to Aug 2022
- Suntrust BankJan 2014 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (TN).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3158353
- Firm CRD
- 19616