Antonio Almaraz
Investment adviser representative at Wells Fargo Advisors
14 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
14 years in the industry.
- Wells Fargo Clearing Services, LLCNov 2025 to now
- Kirkland Federal Credit UnionJul 2021 to Nov 2025
- LPL Financial LLCJul 2021 to Nov 2025
- U.S. Bancorp Investments, Inc.Oct 2019 to Jul 2021
- Bbva Compass Insurance Agency IncSep 2018 to Oct 2019
- Bbva Securities IncSep 2018 to Oct 2019
- Bbva Wealth Solutions IncSep 2018 to Oct 2019
- Compass BankSep 2018 to Oct 2019
- Morgan StanleyJan 2012 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (NM, 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
- 4186264
- Firm CRD
- 19616