Kendall Thomason
Investment adviser representative at Wells Fargo Advisors
18 yearsExperience
2 statesRegistered in
ChFC®Designation
$671.4BFirm 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
18 years in the industry.
- Wells Fargo Clearing Services, LLC.Feb 2025 to now
- Edward JonesJan 2018 to Feb 2025
- Tre Bella BridalNov 2017 to Jan 2018
- Tru DeliSep 2017 to Jan 2018
- Rivers AgencyJan 2017 to Apr 2017
- Goose HospitalityApr 2016 to Oct 2017
- Country Fried DuckApr 2016 to Sep 2017
- Full Time EducationJan 2008 to May 2017
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 6899049
- Firm CRD
- 19616