Katlynn Morgan Ford
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Katlynn Morgan Ford? Claim your profile
Contact this firm
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, LLCMar 2021 to now
- Wells Fargo Bank, NAJan 2020 to now
- Island Glass Service IncSep 2019 to Dec 2019
- Whatcom Educational Credit UnionFeb 2019 to Sep 2019
- HomemakerNov 2018 to Feb 2019
- Whatcom Educational Credit UnionSep 2018 to Nov 2018
- Roche Harbor ResortMay 2017 to Aug 2017
- DownriggersApr 2017 to Aug 2018
- UnemployedMar 2017 to May 2017
- Perfect 10 EspressoJan 2017 to Mar 2017
- Muddy Waters EspressoNov 2016 to Dec 2016
- Wells Fargo Bank, NA.Jun 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7359636
- Firm CRD
- 19616