Brandon Perkins
Investment adviser representative at Wells Fargo Advisors
6 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
6 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2021 to now
- DisysApr 2021 to Jan 2022
- TD AmeritradeMay 2020 to Apr 2021
- Riverview Gardens School DistrictNov 2019 to May 2020
- Charter CommunicationsMay 2017 to Nov 2019
- Express ScriptsOct 2016 to Feb 2017
- The University of Missouri - St. LouisJun 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7253838
- Firm CRD
- 19616