Michael Lawrence Carmona
Investment adviser representative at Wells Fargo Advisors
11 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCJun 2025 to now
- Wells Fargo Bank, NAAug 2021 to now
- Trusted Healthcare SolutionsJan 2021 to Dec 2022
- Virtus AcademyJun 2018 to May 2019
- Invo-progressusDec 2017 to May 2018
- J&j WillcareNov 2017 to Jan 2021
- Community Abilities and BeyondFeb 2017 to Nov 2017
- Arc of Alachua CountyDec 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 6141368
- Firm CRD
- 19616