Wells Fargo Advisors, LLC
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
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Wells Fargo Advisors, LLC Employees
Wells Fargo Advisors, LLC. 2001 - Present
Foodonics International, Inc. 1989 - 2001
Education
University of North Florida
Bachelor's Degree, Finance
Wells Fargo Advisors, LLC. October 2012 - Present
PNC Investments March 1993 - October 2012
Skills
Retirement Planning, Qualified Retirement..., Education Funding, Asset Protection, Investment Strategies
Education
University of Cincinnati College of Business 1985 — 1990
Bachelor of Business Administration (BBA), Marketing and Management
University of Cincinnati
Wells Fargo Advisors, LLC. March 2013 - Present
UBS Financial Services Inc. 1995 - March 2013
Merrill Lynch Insurance Group, Inc. April 1987 - February 1995
Skills
Multi-tasked, Sales, Word Processing, Investments, People-oriented, Follow Through, Detailed Organization, Quality Driven, Positive Energy, Learning New Concepts
Education
Saddleback College 1975 — 1976
Some college, Business/Commerce, General
Dana Hills High School 1971 — 1974
HS Degree
Wells Fargo Advisors, LLC. January 2009 - Present
Education
Siena College 1973 — 1977
Bachelor of Business Administration (BBA), Accounting
Wells Fargo Advisors, LLC. January 2011 - Present
Morgan Stanley May 1991 - February 2011
Monex International November 1986 - May 1991
Skills
Investments, Alternative Investments, Retirement, Investment Strategies, Asset Allocation, Retirement Planning, Mutual Funds, IRAs, Estate Strategies, Securities, 401k Rollovers, 401k, Wealth, Bonds, Series 7
Education
University of California, Irvine 1980 — 1985
Wells Fargo Advisors, LLC. April 2014 - Present
J.P. Morgan June 2012 - April 2014
Chase Investment Services Corporation March 2011 - May 2012
JP Morgan Chase Bank May 2001 - March 2011
Education
Platt College-San Diego 2009 — 2011
B.S. in Media Arts, Web Design
Platt College 2008 — 2009
Associates, Graphic Design
San Diego State University-California State University 2002 — 2003
Business Administration
Wells Fargo Advisors, LLC. May 2014 - Present
Wells Fargo Advisors, LLC. February 2014 - April 2014
Wells Fargo Advisors, LLC March 2009 - February 2014
UBS Financial Services December 2006 - August 2008
Piper Jaffray September 2002 - August 2006
Piper Jaffray October 1995 - September 2002
Piper Jaffray April 1994 - October 1995
Piper Jaffray August 1992 - April 1994
Education
University of San Diego 1991 — 1991
Paralegal Certificate, Specialty: Corporations and Real Estate
St. Olaf College 1987 — 1991
Bachelor of Arts, Double Major: Economics (with a Management Concentration) and Urban Studies
Wells Fargo Advisors, LLC. April 2014 - Present
Wells Fargo June 2010 - April 2014
Wells Fargo Advisors June 2010 - April 2014
Citizens National Bank of Texas January 2007 - June 2010
Starbucks Coffee Company August 2005 - January 2007
Skills
Investments
Education
Southwestern Assemblies of God University 2002 — 2006
Church Ministries
Berean Academy 1997 — 2002
Raymond James Financial, Inc. September 2015 - Present
Wells Fargo Advisors, LLC. August 1998 - September 2015
Wachovia Securities, LLC September 1998 - December 2008
McDonald Investments February 1989 - September 1998
Merrill Lynch October 1986 - February 1989
Skills
Risk Management, Securities, Financial Advisory, Investments, Management, Investment planning, Asset Allocation, Financial Analysis, Retirement Planning, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Finance, Valuation, Mutual Funds, Investment Strategies, Fixed Income, Financial Services, Due Diligence, Equities, Private Equity, Capital Markets
Education
University of Michigan 1980 — 1984
A.B., History and Economics
Wells Fargo Advisors, LLC. 2010 - Present
A.G. Edwards 1997 - 2010
Olde Stockbrokers 1993 - 1997
Skills
Investments, Asset Allocation, Alternative Investments, Mutual Funds, Investment Strategies, Retirement Planning, ETFs, Equities, Hedge Funds, Bonds, Securities
Education
San Jose State University
Bachelor of Science (BS), Finance, General
Wells Fargo Advisors, LLC. 1994 - Present
Skills
401k, Strategic Planning, Investments, Microsoft Excel, Customer Service, Budgets, Mutual Funds, Microsoft Office, PowerPoint, Negotiation, Business Strategy, Public Speaking, Marketing Strategy, New Business Development, Analysis, Retirement, Financial Analysis, investment planning
Education
Trinity University
Bachelor of Arts (BA), International Economics, Finance
Wells Fargo Advisors, LLC. June 2007 - Present
Morgan Stanley March 2001 - June 2007
Merrill Lynch January 1991 - February 2001
Skills
Finance, Investment Planning, Investments, Financial Services, Financial Advisory, Securities, Retirement Planning, Equities
Education
The George Washington University - School of Business 1988 — 1990
Bachelor of Arts (BA), Business / Political Science
Tarantino Wholesale Food Distributors January 2014 - Present
Wells Fargo Advisors, LLC. November 2009 - January 2014
A.G. Edwards January 2003 - 2009
Skills
Wealth Management, Investment Strategies, Customer Service, Microsoft Excel, Management, Retirement Planning, Investments, Series 65, Series 7, Series 63, 401k, Mutual Funds, Roth IRA, Strategic Planning, Retirement, Uniform Combined State..., Portfolio Management, IRAs, Securities, Wealth Management..., Investment Advisory, Strategic Financial..., Asset Allocation
Education
San Diego State University-California State University 2003 — 2005
Bachelor's degree, Economics
Wells Fargo Advisors, LLC. July 2014 - Present
Skills
Financial Services, Retirement Planning, Investment Strategies
Education
University of Central Florida
Bachelor of Science (BS), Finance
Wells Fargo Advisors, LLC. August 2014 - Present
BB&T 2013 - 2014
Skills
Spanish, International Business, International Finance, World Affairs, Economics, Finance, Financial Services, Personal Finance, Banking, Retail Banking, Personal Banking, Sales, Customer Service, Microsoft Office, Private Banking, Wealth Management, Investments, Financial Planning, Wealth Management...
Education
Rollins College 2006 — 2010
Bachelor's Degree, Spanish and International Business
Universidad de Sevilla 2008 — 2008
Spanish Language and Literature
US Navy Reserve September 2012 - Present
HMC Partners February 2014 - February 2015
Wells Fargo Advisors, LLC. September 2012 - January 2014
United States Naval Academy August 2010 - August 2012
US Navy May 2005 - August 2010
MCM CREW PERSISTENT July 2008 - September 2009
USS DECATUR (DDG-73) May 2006 - August 2008
Skills
Military, Program Management, Public Speaking, Leadership Development, Organizational..., Leadership, Government, Military Training, Military Experience, DoD, Navy, Military Operations, Security Clearance, Team Leadership, Operational Planning, National Security
Education
United States Naval Academy 2001 — 2005
Bachelor of Science, History
Greensboro Day School 1999 — 2001
Wells Fargo Advisors, LLC. September 2011 - Present
Morgan Stanley Smith Barney March 1992 - September 2011
Skills
Wealth Management, Investments, Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Alternative Investments, Series 63, Portfolio Management, Securities
Education
University of Arkansas at Fayetteville
BSBA, Banking & Finance
Wells Fargo Advisors, LLC. May 2013 - Present
Morgan Stanley Smith Barney January 1995 - May 2013
Alan M Barach CPA January 1987 - December 1994
KMG-Main Hurdman November 1984 - June 1987
Martin Home Decorating Centers July 1982 - November 1984
Skills
Financial Analysis, Retirement Planning, Capital Markets, Investments, Equities, Fixed Income, Mutual Funds, Derivatives, Alternative Investments, Loans
Education
SUNY Oneonta 1978 — 1982
Bachelor of Science (B.S.), Accounting and Business/Management
Wells Fargo Advisors, LLC. October 2011 - Present
Morgan Keegan April 2009 - October 2011
Banc of America Investments Services, Inc. March 2003 - April 2009
Education
University of Alabama 1997 — 2001
Bachelor of Science (B.S.), Finance and Economics
Wells Fargo Advisors, LLC. February 2011 - Present
Flexicom Wireless January 2008 - August 2010
Skills
Retirement, Customer Service, Leadership, Mutual Funds, Retirement Planning, Asset Allocation, Investment Strategies, Securities, 401k, Team Building
Education
The Ohio State University 2004 — 2010
Bachelor's Degree, International Studies
Grove City High School 2000 — 2004
Diploma, College Preparatory
Wells Fargo Advisors, LLC. 1996 - Present
Merrill Lynch 1984 - 1996
Skills
Planning for Retirement, Retirement Planning for..., Customized Investment..., Wealth Transfer..., Financial Advisory...
Education
University of Arkansas at Fayetteville 1979 — 1983
Bachelor of Science (BS), Finance
St. Thomas High School
Diploma, Houston
Wells Fargo Advisors, LLC. February 2009 - Present
Smith Barney May 2001 - February 2009
Citicorp Retail Services February 1986 - May 1995
Skills
Retirement Planning, Wealth-preservation..., Insurance, Asset Allocation, Risk Management, Investment Planning, Multi-generational..., 401(k) Rollovers, Retirment Savings
Education
University of Colorado Boulder
Bachelor of Arts (BA), Business Administration
University of Denver
Masters, Business Administration
Wells Fargo Advisors, LLC. August 2006 - Present
Morgan Stanley Dean Witter 1996 - 2006
Morgan Stanley Dean Witter 1985 - 1996
Skills
Equities, Securities, IRAs, Investment Strategies, Alternative Investments, Fixed Annuities, 401k Rollovers, Financial Advisory, 529 Plans
Education
San Jose State University
BA Business, Emphasis in Economics and Sciences
Santa Clara University
Undergraduate Studies
Bellarmine College Preparatory
Holds FINRA Series 3, 7, 8, 63, 65 registrations.
Howell Wealth Management, LLC. September 2014 - Present
Wells Fargo Advisors, LLC. January 1998 - September 2014
T. Rowe Price October 1995 - December 1997
Education
Stetson University 1991 — 1995
B.A., English, Business
Wells Fargo Advisors, LLC. July 2010 - Present
Morgan Keegan July 2000 - July 2010
J.C. Bradford & Co. August 1989 - July 2000
Education
Presbyterian College 1979 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
Columbus High School 1977 — 1979
Wells Fargo Advisors, LLC. December 2014 - Present
Wells Fargo Advisors, LLC August 2013 - Present
Wells Fargo Advisors, LLC February 2013 - August 2013
Skills
Economics, International Marketing, Marketing, Market Research, International Economics, Financial Analysis, Business Planning, Strategic Planning, Training, Finance, PowerPoint, Teamwork, Management, Time Management, Entrepreneurship, Public Speaking, Microsoft Office, Microsoft Excel, Sales, Data Analysis, Leadership, Investments, Customer Service, Budgets
Education
Oxford University 2012 — 2012
Visiting Scholar, Economics
San Diego State University-California State University 2009 — 2012
Bachelor's degree, Economics
Wells Fargo Advisors, LLC. February 2015 - Present
Merrill Lynch March 2008 - February 2015
UBS October 2001 - February 2008
Skills
Investments, Financial Advisory, Financial Services, Equities, Alternative Investments, Hedge Funds, Private Equity, Investment Planning, Financial Modeling, Mutual Funds, Asset Allocation, Trading, Fixed Income Analysis, Fixed Income, Fixed Income Portfolio...
Education
University of San Francisco 1995 — 1998
Bachelor of Arts (BA), Political Science and Government
Wells Fargo Advisors, LLC. December 2008 - Present
Merrill Lynch November 1999 - December 2008
Skills
Investments, Risk Management, Investment Strategies, Financial Advisory, Finance, Wealth, Financial Risk, Strategic Investment..., Estate Planning..., Retirement Planning, Estate Planning, Management, Retirement, Series 7, Customer Service, Mutual Funds
Education
University of Florida
Bachelor's Degree, Business and Finance
Wells Fargo Advisors, LLC. June 2009 - Present
WAMU Investments May 2001 - June 2009
Morgan Stanley Wealth Management January 1996 - May 2001
Education
University of San Diego
Bachelor of Arts (B.A.)
Wells Fargo Advisors, LLC. August 2014 - Present
F500 Advisory Services, Inc. March 2011 - August 2014
Education
University of California, Irvine 2007 — 2011
Wells Fargo Advisors, LLC. November 2009 - November 2014
Morgan Stanley Smith Barney April 2006 - November 2009
Law Office of Carlos Corchado, Jr. November 1998 - April 2006
Skills
Retirement Services, Stocks, Bonds, Education Funding & 529..., Insurance, IRAs & IRA Rollovers, Business Services, Annuities, Mortgage Services, Mutual Funds, Stock Options, Long-Term Care Insurance, Estate Investment..., Retirement, Long Term Care Insurance, Fixed Annuities, Finance, Investments, Securities, Financial Advisory, Financial Risk
Education
The Ohio State University Moritz College of Law 1995 — 1998
Juris Doctorate, Law
Long Island University, C.W. Post Campus 1990 — 1995
Bachelor of Arts, Political Science
St. John the Baptist DHS 1986 — 1990
HS Diploma - Regents
Wells Fargo Advisors, LLC. October 2009 - Present
Bernstein Global Wealth Management 2009 - 2011
Education
Saint Mary's College of California 1989 — 1992
Wells Fargo Advisors, LLC April 2015 - Present
Wells Fargo Advisors, LLC. January 2014 - Present
Wells Fargo Advisors, LLC. June 2008 - January 2014
Common Apparel LLC. October 2007 - April 2009
Wachovia Securities September 2000 - June 2008
Janney Montgomery Scott 1997 - 2000
Delaware Investments 1994 - 1997
Skills
Investments, Financial Advisory, Public Speaking, Retirement Plan..., Securities, Mutual Funds, Retirement Planning, Retirement, Finance, ETFs, Financial Services
Education
University of Maryland College Park 1987 — 1991
LPL Financial June 2014 - Present
Hewitt Financial Services March 2010 - June 2014
Wells Fargo Advisors, LLC. March 2007 - March 2010
Skills
Uniform Combined State...
Education
Salisbury University - Perdue School of Business 2001 — 2004
Economics
Wells Fargo Advisors, LLC. January 2013 - Present
USI Insurance Services September 2012 - January 2013
TD Insurance November 2009 - October 2012
Associated Builders and Contractors April 2005 - December 2009
Pittsburgh Penguins June 2000 - June 2000
Skills
Public Speaking, Customer Relations, Industry Liaison, Customer Service, CRIS, Construction Risk &..., Power Skating, Board of Director..., Non-profit Leadership, Non-profit Director, Account Management, Strategic Planning, Workers Compensation, Risk Management, Government Liason, Sales, Insurance, Board of Directors, Investments, Relationship Management, Financial Services, Portfolio Management, Finance, Nonprofits, Social Media, Marketing, Contract Negotiation, Construction, Retirement, Networking, Sales Management, Customer Engagement
Education
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2003
Business
North Allegheny High School
North Allegheny High School
North Catholic High School
Wells Fargo Advisors, LLC. February 2011 - Present
Gentry Partners, Ltd. 2009 - 2011
Smith Barney May 2004 - November 2008
AAA South Jersey June 2001 - August 2004
Unified Examiners June 2002 - August 2002
Education
Rowan University 2001 — 2005
Bachelors, Business Administration Specialization Finance
Wells Fargo Advisors, LLC. 2012 - Present
Smith Barney April 1997 - January 2012
Pididdly Links 1970 - 1997
Education
Queens College 1963 — 1968
Wells Fargo Advisors, LLC. November 2005 - Present
Education
University of California, Berkeley
Bachelor's Degree, Finance and Financial Management Services
Wells Fargo Advisors, LLC. October 2011 - Present
Wells Fargo Advisors, LLC November 2009 - October 2011
Morgan Stanley Smith Barney January 1992 - November 2009
Education
The University of Texas at Austin - Red McCombs School of Business
bba, Marketing, Finance
Wells Fargo Advisors, LLC. April 2014 - Present
Edward Jones January 2002 - April 2014
Skills
Estate Planning, Life Insurance, Investments, Insurance, Long-term Care, Financial Planners, Disability Insurance, Small Business, Health Insurance, Finance, Credit, Employee Benefits, Investment Strategies, Securities, Banking
Education
University of Phoenix
Bachelors degree, Business Administration and Management, General
Wells Fargo Advisors, LLC. September 2000 - Present
Education
The University of Georgia 1980 — 1983
BS
Wells Fargo Advisors, LLC. 2009 - Present
Education
San Jose State University 1981 — 1984
Bachelor of Business Administration (BBA), Marketing/Finance
Wells Fargo Advisors, LLC. March 2008 - Present
WAMU Investments, Inc. May 2005 - March 2008
Banc of America Investments Services, Inc. November 2003 - May 2005
WM Financial Services, Inc. July 2002 - November 2003
Signator Investors, Inc. October 1988 - July 2002
John Hancock Mutual Life Insurance Company October 1988 - May 1997
Education
Santa Clara University 1984 — 1988
Bachelor's degree, Finance, General
Wells Fargo Advisors, LLC. November 2014 - Present
Skills
Interpersonal Awareness, Computer Literacy, Research Skills, Problem Solving, Numeracy, Customer Service, Report Writing, Human Resources, Time Management, Critical Thinking, Training, CRM, Data Entry, Customer Satisfaction, Teamwork, Telephone Skills, People Skills
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts (B.A.), Psychology