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Tammy Lee Beasley

Investment adviser representative at Wells Fargo Advisors
19 yearsExperience
1 stateRegistered in
$252.3BFirm assets
26 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

19 years in the industry.

  1. Wells Fargo Advisors Financial Network, LLCJul 2026 to now
  2. Ritzy RepeatsOct 2025 to now
  3. Gwfs Equities, Inc.Apr 2022 to Sep 2025
  4. Prudential Customer Solutions LLCMay 2019 to Apr 2022
  5. Global Portfolio Strategies, Inc.May 2007 to Dec 2018
  6. Prudential Investment Management Services LLCJan 2007 to Apr 2022
  7. The Prudential Insurance Company of AmericaJan 2007 to Apr 2022

Exams passed

  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 1 state (IA).

Wells Fargo Advisors

Legal name: Wells Fargo Advisors Financial Network, LLC

$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
5283204
Firm CRD
11025
Advisor's SEC record (opens in a new tab)
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