Spencer Hopson
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
- Sofi Securities LLCNov 2025 to now
- Sofi Wealth LLCNov 2025 to now
- Sofi TechnologiesApr 2025 to now
- Intermountain Home ServicesNov 2024 to Apr 2025
- Morgan Stanley/nesco ResourcesJun 2024 to Oct 2024
- Wells Fargo Clearing ServicesJan 2022 to Jun 2024
- UnemployedNov 2021 to Jan 2022
- Wells Fargo BankJul 2019 to Nov 2021
- UnemployedMay 2019 to Jul 2019
- Discover FinancialJan 2019 to May 2019
- UnemployedJul 2018 to Jan 2019
- Marriot InternationalMar 2018 to Jul 2018
- UnemployedJan 2018 to Mar 2018
- Connexion Point LLCJul 2017 to Jan 2018
- TeleperformanceMar 2017 to Jul 2017
- Connexion Point LLCJul 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7495315
- Firm CRD
- 19616