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Detailed Report
CHARLES TERRANCE ADKINS
CHARLES T ADKINS, TERRANCE CHARLES ADKINS
CRD#: 4082886
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 8851 BELAIR RD
BALTIMORE, MD 21236
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2000 - 2001 (1 year)IAWELLS FARGO ADVISORS (CRD# 19616)2024 - Present (1 year)BWELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)2023 - Present (1 year)
Disclosure(s)
View By:
9/1/2017
Financial
Final
License(s)

State Registrations

B
District of Columbia 12/11/2023
IA
Maryland 3/1/2024
B
Maryland 11/27/2023
B
Virginia 12/6/2023

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WELLS FARGO ADVISORS (CRD#:19616)
8851 BELAIR RD, BALTIMORE, MD 21236
Registered with this firm since 3/1/2024
B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
8851 BELAIR RD, BALTIMORE, MD 21236
Registered with this firm since 11/22/2023
Previous Registration(s)
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B
 03/02/2000 - 10/23/2001 AMERICAN EXPRESS FINANCIAL ADVISORS INC. (CRD#:6363) MINNEAPOLIS, MN
B
 03/02/2000 - 10/23/2001 IDS LIFE INSURANCE COMPANY (CRD#:6321) MINNEAPOLIS, MN
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.