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April Dawn Clark

Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$671.4BFirm assets

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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.

  1. Wells Fargo Bank, NAApr 2018 to now
  2. Wells Fargo Clearing Services, LLCApr 2018 to now
  3. Bb&t Securities, LLCJan 2018 to Feb 2018
  4. Bb&tJan 2017 to Feb 2018
  5. BbtisJan 2017 to Feb 2018
  6. Wells Fargo Clearing Services, LLCNov 2016 to Jan 2017
  7. Wells Fargo Advisors LLCMay 2009 to Nov 2016
  8. Wachovia Bank, N.A.Apr 2008 to Jan 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008
  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 1 state (SC).

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
5514418
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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