William Stiles
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you William Stiles? 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
12 years in the industry.
- Wells Fargo Clearing Services, LLCSep 2022 to now
- Wells Fargo AdvisorsMar 2022 to Sep 2022
- Resolve Accounting ServicesJan 2021 to Nov 2021
- Barrio TacosSep 2020 to Oct 2020
- Harris TeeterJun 2020 to Aug 2020
- Lakeside LawncareJun 2020 to Aug 2020
- Donatos PizzaMay 2019 to Aug 2019
- Ohio State Recreational SportsOct 2018 to Apr 2019
- Ohio State UniversityAug 2018 to Dec 2021
- S.A.N.E.Jun 2017 to Aug 2017
- Cincinnati Hills Christian AcademyAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7531201
- Firm CRD
- 19616