Muhammad Fawad Afzal
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Muhammad Fawad Afzal? 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, LLCMay 2026 to now
- Bank of America, N.A.Sep 2022 to May 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to May 2026
- J.P. Morgan Securities LLCOct 2021 to Jun 2022
- JPMorgan Chase Bank, N.A.Oct 2021 to Jun 2022
- Bank of AmericaApr 2019 to Oct 2021
- Cvs PharmacyApr 2017 to May 2019
- Rite AidSep 2016 to May 2017
- SearsSep 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 7463386
- Firm CRD
- 19616