Hovhannes Tokatlian
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, LLCSep 2024 to now
- Morgan Stanley Private Bank, N.ADec 2019 to Sep 2024
- Morgan Stanley Smith Barney LLCNov 2019 to Sep 2024
- Bank of America, N.AFeb 2019 to Nov 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2017 to Nov 2019
- UnemployedJul 2017 to Aug 2017
- Merrill LynchJul 2016 to Jun 2017
- California State University, NorthridgeAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6657271
- Firm CRD
- 19616