Albert Yousoufian
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Albert Yousoufian? Claim your profile
Contact this firm
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
13 years in the industry.
- Wells Fargo Clearing Services, LLCAug 2026 to now
- Charles Schwab & Co., Inc.Sep 2024 to Aug 2026
- Charles Schwab BankSep 2024 to Aug 2026
- UnemployedApr 2024 to Aug 2024
- CitigroupApr 2019 to Apr 2024
- Bank of America, N.A.May 2017 to Apr 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2017 to Apr 2019
- JP Morgan Chase BankDec 2013 to Jan 2017
- JP Morgan Securities LLCDec 2013 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6276934
- Firm CRD
- 19616