Bernardo Lima
Investment adviser representative at Wells Fargo Advisors
11 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCDec 2025 to now
- Raymond James & AssociatesMar 2023 to Dec 2025
- CitigroupJun 2021 to Mar 2023
- Morgan StanleyJun 2020 to Mar 2023
- Enterprise HoldingsSep 2019 to Mar 2020
- Scotlynn GroupMay 2019 to Aug 2019
- Gator's DocksideMay 2019 to Jul 2019
- Under ArmourDec 2018 to Jun 2019
- Vivint SmarthomeNov 2016 to Aug 2017
- University of South FloridaAug 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7248012
- Firm CRD
- 19616