Lara Furlong
Investment adviser representative at Wells Fargo Advisors
8 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Lara Furlong? 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
8 years in the industry.
- Wells Fargo Clearing Services, LLCOct 2019 to now
- Carolinas Investment Consulting LLCJun 2019 to Oct 2019
- Carolinas Wealth Consulting LLCJun 2019 to Oct 2019
- Stayed At Home/ Did One Temporary Job, Non Invest. RelatedMar 2019 to May 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2018 to Feb 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2018
- Wells Fargo Advisors LLCFeb 2011 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2000
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
- 3242238
- Firm CRD
- 19616