Shannon Lynn Borton
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Advisors Financial Network, LLCSep 2026 to now
- UBS Financial Services IncNov 2021 to Sep 2026
- Riverside Methodist HospitalJan 2021 to Oct 2021
- Stronghold ConstructionMay 2020 to Aug 2020
- Liberty University Equestrian CenterOct 2018 to Dec 2019
- Round Lake Christian CampMay 2018 to Aug 2021
- La FitnessMay 2017 to Aug 2017
- Liberty UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7461470
- Firm CRD
- 11025