Georgina Ting ting Man
Investment adviser representative at Wells Fargo Advisors
14 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
14 years in the industry.
- Wells Fargo Clearing Services, LLCFeb 2024 to now
- Wells Fargo Bank, NAJan 2024 to now
- NAMay 2023 to Jan 2024
- Fidelity InvestmentsMar 2022 to May 2023
- Bank of America, N.A.May 2020 to Mar 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2020 to Mar 2022
- JP Morgan Chase Bank NASep 2015 to Apr 2020
- J.P. Morgan Securities LLCOct 2012 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 5620314
- Firm CRD
- 19616