Thomas D Lewis
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, LLCNov 2021 to now
- Cetera Investment Advisers LLCApr 2019 to Nov 2021
- Cetera Investment Services LLCApr 2019 to Nov 2021
- Regions BankApr 2019 to Nov 2021
- American Eagle FcuOct 2018 to Mar 2019
- LPL Finanical LLCOct 2018 to Mar 2019
- Cuso Financial Services, LPDec 2016 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 5485494
- Firm CRD
- 19616