Bobby M Pulgarin
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, LLCMar 2026 to now
- Bank of America N.A.Jan 2023 to Mar 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to Mar 2026
- PNC BankFeb 2020 to Oct 2022
- Lidl GrocerySep 2019 to Feb 2020
- Dicks Sporting GoodsOct 2017 to Sep 2019
- Bp CycleworksFeb 2016 to Jul 2017
- Central Carolina Community CollegeJul 2014 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7656262
- Firm CRD
- 19616