Nathan R Durham
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$671.4BFirm assets
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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, LLCAug 2022 to now
- Whole Foods MarketAug 2021 to Jul 2022
- Allie Ruggieri - RealtorJan 2021 to Jul 2021
- Ymca of Coastal GeorgiaJun 2018 to Jan 2021
- Bryan County School SystemAug 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7613454
- Firm CRD
- 19616