Molly Girard
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$252.3BFirm assets
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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
10 years in the industry.
- Wells Fargo Advisors Financial Network, LLCSep 2024 to now
- Morgan Stanley Private Bank, N.AApr 2022 to now
- Morgan StanleyNov 2020 to Sep 2024
- DeloitteSep 2019 to Nov 2020
- College Student - UnemployedMar 2018 to Sep 2019
- DeloitteJan 2018 to Mar 2018
- College Student - UnemployedAug 2017 to Jan 2018
- Merrill LynchJul 2017 to Aug 2017
- College Student - UnemployedAug 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 6352053
- Firm CRD
- 11025