Patrick Graham
Investment adviser representative at Wells Fargo Advisors
12 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
12 years in the industry.
- Wells Fargo Clearing Services, LLCMar 2023 to now
- Fidelity InvestmentsApr 2022 to Mar 2023
- Planet FitnessJul 2021 to Mar 2022
- Wal-mart SupercenterSep 2020 to Jun 2021
- Edward JonesDec 2018 to Aug 2020
- Planet FitnessOct 2018 to Dec 2018
- Charming Charlie'sAug 2018 to Oct 2018
- StudentAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7052800
- Firm CRD
- 19616