Carley Ann Elvis
Investment adviser representative at Wells Fargo Advisors
11 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
11 years in the industry.
- Wells Fargo Advisors Financial Network, LLCAug 2025 to now
- Student/ UnemployedAug 2024 to Aug 2025
- Millennium Private WealthJun 2024 to Aug 2024
- Student/ UnemployedAug 2023 to May 2024
- Hot Stacks CafeMay 2023 to Aug 2023
- Student/ UnemployedAug 2022 to May 2023
- Hot Stacks CafeMay 2022 to Aug 2022
- The Landing At the BoathouseMay 2022 to Aug 2022
- Student/ UnemployedAug 2021 to May 2022
- Downwind SailsJun 2021 to Aug 2021
- Student/ UnemployedAug 2020 to May 2021
- Angelas LemonadeJun 2020 to Aug 2020
- Student/ UnemployedJun 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 7954684
- Firm CRD
- 11025