Amy L Walker
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
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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
10 years in the industry.
- Wells Fargo Clearing Services, LLC (Apr 2022 to now
- Anantax Investment Services, Inc.Sep 2020 to Apr 2022
- Avantax Advisory ServicesSep 2020 to Apr 2022
- HK Financial ServicesJul 2020 to Apr 2022
- Wells Fargo Clearing Services, LLCOct 2017 to Jul 2020
- Sagepoint Financial, Inc.Feb 2017 to Oct 2017
- Ameriprise Financial Services, IncJul 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 4086297
- Firm CRD
- 19616