Kara Lee South
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCMar 2026 to now
- South Studio Collective LLCFeb 2026 to now
- Vanguard Advisers, Inc.Aug 2025 to Jan 2026
- The Vanguard Group, Inc.Dec 2021 to Jan 2026
- Vanguard Marketing CorporationDec 2021 to Jan 2026
- Self-employedJun 2021 to Dec 2025
- Wells FargoMay 2021 to Nov 2021
- Cardinal Group Management CompanyNov 2020 to May 2021
- Live Nation EntertainmentApr 2019 to Jun 2021
- Applebee'sMar 2019 to Oct 2019
- University of North Carolina of CharlotteAug 2018 to Dec 2021
- Self-employedAug 2018 to Oct 2020
- CookoutMay 2018 to Jul 2018
- Cape Fear Community CollegeAug 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7463579
- Firm CRD
- 19616