Alana Kristin Pesnell-harrell
Investment adviser representative at Wells Fargo Advisors
14 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Alana Kristin Pesnell-harrell? 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
14 years in the industry.
- Wells Fargo Bank, NAJan 2026 to now
- Wells Fargo Clearing Services, LLCJan 2026 to now
- PNC Financial ServicesSep 2025 to Jan 2026
- J.P. Morgan Securities, LLCMay 2022 to Aug 2025
- JPMorgan Chase Bank, N.A.May 2022 to Aug 2025
- UnemployedApr 2022 to May 2022
- Assoc. Building Maintenance Co.Aug 2021 to Oct 2021
- Langley FcuDec 2019 to Apr 2022
- Capital One BankFeb 2019 to Nov 2019
- UnemployedJan 2012 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7566648
- Firm CRD
- 19616