Colby Rebecca Edmonds
Investment adviser representative at Wells Fargo Advisors
14 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
14 years in the industry.
- Wells Fargo Bank, NAMar 2024 to now
- Wells Fargo Clearing Services, LLCMar 2024 to now
- First Citizens BankAug 2023 to Mar 2024
- First Citizens Investor ServicesAug 2023 to Jan 2024
- UnemployedJul 2023 to Aug 2023
- Burn Boot CampJan 2023 to Jun 2023
- Noire the Nail BarSep 2020 to Nov 2022
- Granville TowersMar 2020 to Sep 2020
- University of North Carolina At Chapel HillAug 2019 to May 2023
- Chick-fil-aAug 2017 to Mar 2020
- North Hills Christian SchoolAug 2012 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7799634
- Firm CRD
- 19616