Adviser and broker representative · Wells Fargo Advisors Financial Network, LLC
Lance S. Barnes
CRD 2984227 · Peachtree City, GA
At a glance
Lance S. Barnes is an investment adviser representative with Wells Fargo Advisors Financial Network, LLC in Peachtree City, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lance’s SEC record dates to 2003, about 22 years ago. Lance is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Wells Fargo Advisors Financial Network, LLCSince August 2022Peachtree City, GA · $252B in regulatory assets
SEC adviser record
- Registered since
- 2003 (22 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Lance’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.