Philip James Unes
Investment adviser representative at Wells Fargo Advisors
15 yearsExperience
2 statesRegistered 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
15 years in the industry.
- Wells Fargo Advisors Financial Network, LLCNov 2025 to now
- Dc AdvisoryJul 2022 to Oct 2025
- Dc AdvisoryMay 2021 to Aug 2021
- Wells Fargo Financial AdvisorsJun 2019 to Aug 2019
- University of Illinois Urbana-champaignAug 2018 to May 2022
- Dunlap SchoolAug 2011 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
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
- 7167291
- Firm CRD
- 11025