Philip Barnes
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCAug 2026 to now
- Bank of America, N.A.Aug 2022 to Aug 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to Aug 2026
- TruistMar 2022 to Apr 2022
- Alex Quilis State FarmMay 2020 to Mar 2022
- Best BuyJan 2020 to Jan 2020
- UnemployedDec 2018 to Jun 2020
- E*trade Securities LLCDec 2016 to Dec 2018
- UnemployedAug 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 6737714
- Firm CRD
- 19616