Samuel Parker Knapp
Investment adviser representative at Wells Fargo Advisors
7 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
7 years in the industry.
- Wells Fargo Bank, NANov 2022 to now
- Wells Fargo Clearing Services, LLCNov 2022 to now
- Bank of America, N.A.May 2022 to Nov 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2022 to Nov 2022
- UnemployedAug 2021 to Feb 2022
- Ideba Marketing Us, Inc.Jun 2021 to Jul 2021
- Oregon State UniversityJun 2019 to Dec 2021
- JPMorgan Chase Bank, N.A.Apr 2018 to Jun 2021
- Bank of AmericaJul 2017 to Mar 2018
- StarbucksApr 2016 to Jul 2017
- Oregon State UniversityJun 2015 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (OR, WA).
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
- 6939548
- Firm CRD
- 19616