Joshua Michael Roark
Investment adviser representative at Wells Fargo Advisors
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Wells Fargo Clearing Services, LLCAug 2023 to now
- Sports OfficialNov 2016 to now
- Bank of America, N.A.Jan 2018 to Aug 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2018 to Aug 2023
- Colonial LifeDec 2017 to Jan 2018
- ZurvitaApr 2017 to Jul 2017
- Family HeritageJan 2017 to Dec 2017
- Office Systems of TexasSep 2016 to Jan 2017
- Houston IsdAug 2012 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (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
- 6901275
- Firm CRD
- 19616