Spencer Matthew Paulson
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Spencer Matthew Paulson? Claim your profile
Contact this firm
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
10 years in the industry.
- Wells Fargo Clearing Services, LLCDec 2022 to now
- Assurance DimensionsSep 2022 to Dec 2022
- UnemployedJun 2022 to Sep 2022
- Total Quality LogisticsMay 2022 to Jun 2022
- Self EmployedDec 2021 to May 2022
- Indepent LogisticsApr 2021 to Dec 2021
- Caryt and Company IncMar 2019 to Apr 2021
- Rowland & Carter Cpa FirmAug 2017 to Mar 2019
- Little Shaneyfelt & MarshallJan 2017 to Aug 2017
- StudentApr 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7101042
- Firm CRD
- 19616