Renee Wallace
Investment adviser representative at Wells Fargo Advisors
12 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
12 years in the industry.
- Wells Fargo Clearing Services, LLCOct 2024 to now
- Fidelity InvestmentsJul 2024 to Oct 2024
- Fidelity InvestmentsMar 2022 to Jun 2024
- Bridal ReflectionsFeb 2022 to Feb 2022
- UnemployedDec 2021 to Jan 2022
- Rocco's Tacos & Tequila BarAug 2021 to Nov 2021
- Joseph Scarpa Cpa PcApr 2021 to Jul 2021
- The Home DepotMay 2020 to Jul 2021
- Cryo EnergySep 2017 to Apr 2020
- The Milleridge InnJul 2017 to Oct 2017
- UnemployedOct 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7521490
- Firm CRD
- 19616