Sheree Lianne Lavelle
Investment adviser representative at Wells Fargo Advisors
20 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
20 years in the industry.
- Wells Fargo Clearing Services, LLCMar 2026 to now
- Not ApplicableAug 2025 to Mar 2026
- Wells Fargo Clearing ServicesMar 2023 to Aug 2025
- Athene Securities, LLCFeb 2022 to Mar 2023
- Lincoln Financial Distributors, IncAug 2006 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5214142
- Firm CRD
- 19616