Kevin Vincent World
Investment adviser representative at Wells Fargo Advisors
13 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
13 years in the industry.
- Wells Fargo Bank, NAApr 2026 to now
- Wells Fargo Clearing Services, LLCApr 2026 to now
- LPL FinancialJul 2025 to Apr 2026
- Fire Fighters First Credit UnionJun 2025 to Apr 2026
- UnemployedDec 2024 to Jun 2025
- Merrill LynchApr 2020 to Dec 2024
- Bank of AmericaJul 2013 to Apr 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7251634
- Firm CRD
- 19616