William Miller
Investment adviser representative at Wells Fargo Advisors
12 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
12 years in the industry.
- Wells Fargo Clearing Services, LLCAug 2024 to now
- FacetMar 2021 to Aug 2024
- Stifel Nicolaus & Co IncJun 2019 to Mar 2021
- Toppers PizzaAug 2018 to Aug 2019
- JP Morgan Securities LLCJan 2018 to Jun 2019
- JPMorgan Chase Bank N.A.Jan 2018 to Jun 2019
- UnemployedSep 2017 to Dec 2017
- Charles Schwab & Co., Inc.Sep 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 6403726
- Firm CRD
- 19616