UBS Financial Services
47yrs
Top 1% by experience in Atlanta
5yrs
Darrell James
Financial advisor at Wells Fargo Advisors
Based in Atlanta, Georgia, Darrell James is a fiduciary financial advisor with 5 years of industry experience. Darrell has been with Wells Fargo Advisors since 2024; before that, Darrell spent three years at Merrill Lynch, Pierce, Fenner & Smith. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office4454 Roswell Rd NE [Roswell Wieuca], Atlanta, GA 30342
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 ?2 states
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 66Uniform Combined State Law Examination
Career
- Dec 2024 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2021 – 2024
Questions to ask Darrell
Tailored to Darrell’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 Darrell
How do I contact Darrell?
Call Wells Fargo Advisors at 314-875-3000 and ask for Darrell James. Darrell works from the Atlanta, GA office.
How long has Darrell been a financial advisor?
Darrell has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Darrell hold?
Series 66. Tap any license on this page to see what it allows.
Is Darrell a fiduciary?
Darrell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Darrell paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Darrell 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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