Christopher Bolding
Investment adviser representative at Wells Fargo Advisors
13 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
13 years in the industry.
- Wells Fargo Clearing Services, LLCNov 2024 to now
- Truist Investment Services Inc.May 2023 to Nov 2024
- Bank of America, N.A.Dec 2017 to May 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2017 to May 2023
- Cetera Investment Advisers LLCJan 2014 to Dec 2017
- Cetera Investment Services LLCJan 2013 to Dec 2017
- Regions BankJan 2013 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 4493602
- Firm CRD
- 19616