Amee L Earl
Investment adviser representative at Wells Fargo Advisors
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$671.4BFirm assets
Are you Amee L Earl? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Wells Fargo Clearing Services, LLCMay 2022 to now
- UnemployedMar 2022 to May 2022
- Facet WealthJul 2021 to Mar 2022
- UnemployedJun 2020 to Jul 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2020
- Wells Fargo Advisors LLCJul 2003 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3124949
- Firm CRD
- 19616