Lakeisha Renee Blount
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Wells Fargo Clearing Services, LLCFeb 2023 to now
- Wells Fargo BankDec 2021 to now
- Wells Fargo Clearing Services, LLCOct 2020 to Dec 2021
- The Vanguard Group, Inc.Feb 2020 to Oct 2020
- Lincoln Financial Group (merger)May 2018 to Dec 2019
- Liberty Mutual (acquired By Lincoln Financial)Oct 2017 to Apr 2018
- Aqua Tots Swim School MatthewsMar 2017 to Oct 2017
- JheFeb 2017 to Oct 2017
- Sears Holding CorpMay 2013 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (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
- 4454648
- Firm CRD
- 19616