Eric Karl Elmore
Investment adviser representative at Wells Fargo Advisors
12 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
12 years in the industry.
- Wells Fargo Clearing Services, LLC (Jan 2025 to now
- PNC Investments LLCJan 2022 to Jan 2025
- Raymond James Financial Services Advisors, Inc.Feb 2020 to Jan 2022
- Raymond James Financial Services, Inc.Jan 2020 to Jan 2022
- First Investments and PlanningDec 2019 to Jan 2022
- First National Bank of OmahaDec 2019 to Jan 2022
- Tracker Funds LLCOct 2014 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2020
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
- 5620674
- Firm CRD
- 19616