LPL Financial
44yrs
Top advisor by experience in Centerville
4yrs
Based in Centerville, Utah, Aubree Pendleton is a financial advisor with 4 years of industry experience. Aubree has been with Wells Fargo Advisors since 2026. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeCenterville, UT
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
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.
Series 63Uniform Securities Agent State Law Examination
Career
- Apr 2026 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Aubree
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Aubree. Centerville, UTOffice · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Aubree
Tailored to Aubree’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 Aubree
How do I contact Aubree?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Aubree Pendleton. Aubree works from the Centerville, UT office.
How long has Aubree been a financial advisor?
Aubree has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Aubree hold?
Series 63. Tap any license on this page to see what it allows.
Is Aubree a fiduciary?
Aubree is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Aubree paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Aubree 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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