Lurdes Coats
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
1 stateRegistered in
$252.3BFirm assets
26 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
12 years in the industry.
- Wells Fargo Advisors Financial Network, LLCMar 2023 to now
- Wells Fargo Clearing Services, LLCJan 2021 to Mar 2023
- Diez and Crane AttorneysMar 2020 to Jan 2021
- Raymond James & Associates IncMar 2019 to Jan 2021
- Pro UnlimitedOct 2017 to Mar 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 4980595
- Firm CRD
- 11025