Luis Cabral
Investment adviser representative at Wells Fargo Advisors
15 yearsExperience
3 statesRegistered 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
15 years in the industry.
- Wells Fargo Clearing Services, LLCApr 2022 to now
- Wells Fargo Bank N.A.Apr 2022 to Jul 2023
- M & T BankSep 2021 to Mar 2022
- Key Investment Services LLCMar 2020 to Sep 2021
- KeybankFeb 2020 to Sep 2021
- HSBC Bank USA, N.A.Feb 2019 to Jan 2020
- HSBC Securities (USA) Inc.Feb 2019 to Jan 2020
- Key Investment Services LLCDec 2017 to Feb 2019
- KeybankOct 2017 to Feb 2019
- JPMorgan Securities LLCApr 2013 to Oct 2017
- JPMorgan Chase BankOct 2011 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (CT, NY, 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
- 6186656
- Firm CRD
- 19616