Paul Bithell
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCMay 2022 to now
- Artech Information Systems LLCMar 2022 to now
- Pb Real Estate LLCMay 2021 to Mar 2022
- Fidelity InvestmentsMar 2021 to May 2021
- Bfc Planning, Inc.Nov 2020 to Dec 2020
- Securities Management & Research, Inc.Nov 2020 to Dec 2020
- UnemployedNov 2018 to Nov 2020
- Morgan Stanley Private Bank, National AssociationSep 2015 to Nov 2018
- Morgan StanleyMay 2015 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 6279419
- Firm CRD
- 19616