Pamela Ruiz Talamantez
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCSep 2025 to now
- Turtle Creek Wealth Advisors, LLCApr 2023 to Aug 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2021 to Apr 2023
- Chalice Capital Partners, LLCJan 2019 to Aug 2021
- Texas Capital Bank Private Wealth AdvisorsJan 2019 to Aug 2021
- Raymond James Financial Services Advisors Inc.Nov 2016 to Dec 2018
- Texas Capital BankOct 2016 to Aug 2021
- Raymond James Financial Services, Inc.Oct 2016 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
- Series 63 · Uniform Securities Agent State Law2025
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
- 5407874
- Firm CRD
- 19616