Candace Ward Thompson
Investment adviser representative at Wells Fargo Advisors
22 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
22 years in the industry.
- Wells Fargo Bank, NAFeb 2024 to now
- Wells Fargo Clearing Services, LLCFeb 2024 to now
- Alabama State Employees Credit UnionMar 2023 to Jan 2024
- PNC BankJun 2021 to Mar 2023
- Bbva Securities, IncSep 2019 to Jun 2021
- Bbva Insurance Agency, Inc.Jul 2019 to Jun 2021
- Bbva USAApr 2019 to Jun 2021
- Valley BankNov 2004 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 7176940
- Firm CRD
- 19616