Alisia Rhodes
Investment adviser representative at Wells Fargo Advisors
20 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
20 years in the industry.
- Wells Fargo Clearing Services, LLC (Jan 2023 to now
- Bank of America, N.A.Jan 2020 to Jan 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2019 to Jan 2020
- Valley BankJan 2019 to Oct 2019
- MacysNov 2018 to Jan 2019
- FedexOct 2018 to Nov 2018
- Wells Fargo Clearing Services, LLCJan 2018 to May 2018
- WawaApr 2017 to Sep 2017
- Wells Fargo Bank, N.A.Oct 2016 to Jan 2018
- Morgan State UniversityAug 2006 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 6903498
- Firm CRD
- 19616