Anthony A. Linares
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCJun 2026 to now
- J.P. Morgan Securities LLCAug 2024 to Jun 2026
- JPMorgan Chase Bank, N.A.Aug 2024 to Jun 2026
- UnemployedApr 2024 to Jul 2024
- Bank of America/merrill LynchNov 2019 to Mar 2024
- UnemployedJun 2019 to Oct 2019
- Wells Fargo BankJan 2019 to May 2019
- Westamerica BankAug 2017 to Dec 2018
- UnemployedMay 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7201735
- Firm CRD
- 19616