Kayla Miles Shockett
Investment adviser representative at Wells Fargo Advisors
12 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
12 years in the industry.
- Wells Fargo Clearing Services, LLCJun 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2020 to Apr 2025
- UnemployedMay 2020 to Jun 2020
- James Cook UniversityFeb 2019 to Jun 2019
- PouletDec 2018 to Feb 2019
- Strategic Compliance PartnersJun 2018 to Aug 2018
- Sharp Landscaping LLCMay 2017 to Jan 2019
- St. Mary's College of MarylandAug 2016 to May 2020
- St. Mary'scollege of MarylandAug 2016 to May 2020
- The Classic Catering PeopleJul 2014 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7260635
- Firm CRD
- 19616