Adam Duncan
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, LLCNov 2022 to now
- RadstadJul 2022 to Nov 2022
- UnemployedMar 2022 to Jul 2022
- Sofi Securities, LLCApr 2021 to Mar 2022
- Sofi Wealth, LLCApr 2021 to Mar 2022
- Fidelity Brokerage Services, LLCMar 2019 to Apr 2021
- DiscoverOct 2018 to Mar 2019
- Vivint Smart HomeJun 2017 to Oct 2018
- ClearlinkMar 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7087696
- Firm CRD
- 19616