Dareal Lanae Harmon
Investment adviser representative at Wells Fargo Advisors
13 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
13 years in the industry.
- Wells Fargo Bank, NAOct 2025 to now
- Wells Fargo Clearing Services, LLCOct 2025 to now
- IhssFeb 2024 to now
- Luxelifebrand. D Luxebloom, Vivxbeautyhouse, MuseDec 2021 to now
- Dareal Lanae Harmon Notary PublicSep 2021 to now
- BMOJul 2024 to Oct 2025
- LPL Financial LLCJul 2024 to Oct 2025
- JP Morgan Chase Bank, N.A.Oct 2023 to Jul 2024
- J.P. Morgan Securities LLCSep 2023 to Jul 2024
- First Republic Investment Management, IncJan 2023 to Sep 2023
- First Republic Securities Company, LLCJan 2023 to Sep 2023
- First Republic BankJun 2022 to Jul 2023
- Wells Fargo Clearing Services LLCJan 2018 to May 2022
- TargetSep 2017 to Dec 2017
- Wells Fargo Bank NAMay 2013 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6902789
- Firm CRD
- 19616