Supreme Alliance
47yrs
Top advisor by experience in Charlotte
21yrs
Evan Whitehead
Financial advisor at Wells Fargo Advisors
Evan Whitehead has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Charlotte, North Carolina. Evan joined Wells Fargo Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 71% of advisors in Charlotte
Office550 S Tryon St, Charlotte, NC 28202
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2026 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2017 – now
Contact Evan
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Evan. 550 S Tryon StCharlotte, NC 28202Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Evan
Tailored to Evan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Evan
How do I contact Evan?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Evan Whitehead. Evan works from the Charlotte, NC office.
How long has Evan been a financial advisor?
Evan has been in the industry since 2006, about 21 years. More experience than 71% of advisors in Charlotte.
What licenses does Evan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Evan a fiduciary?
Evan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Evan paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Evan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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