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Allison Fuller

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.

  1. Wells Fargo Clearing Services, LLCJul 2022 to now
  2. Nfm LendingNov 2021 to Jun 2022
  3. Right Start Mortgage IncAug 2021 to Nov 2021
  4. Movement MortgageOct 2020 to Jun 2021
  5. UnemployedJun 2020 to Sep 2020
  6. Byu IdahoJan 2019 to May 2020
  7. Missionary for the Church of Jesus Christ of Latter-day SaintsMay 2017 to Dec 2018
  8. Byu IdahoAug 2016 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (AZ, 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
7601572
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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