Taccara Edwards
Investment adviser representative at Wells Fargo Advisors
21 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
21 years in the industry.
- Wells Fargo Clearing Services, LLCDec 2025 to now
- Bank of America, N.A.Nov 2022 to Dec 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to Dec 2025
- Morgan StanleyJun 2021 to Sep 2022
- Community First Credit Union of FloridaNov 2019 to Mar 2021
- Cuso Financial Services, LPNov 2019 to Mar 2021
- Allstate Insurance CompanyJan 2019 to Nov 2019
- On You FashionsJan 2019 to Jan 2019
- Jazz It DownAug 2018 to Mar 2020
- Black Diamond/ss&c TechnologiesNov 2017 to Aug 2018
- UnemployedJul 2017 to Nov 2017
- Bank of America, N.A.Jul 2011 to Jul 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2005 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 5051323
- Firm CRD
- 19616