Angelo Julian Lunavara
Investment adviser representative at Wells Fargo Advisors
26 yearsExperience
1 stateRegistered 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
26 years in the industry.
- Wells Fargo Clearing Services, LLCNov 2022 to now
- Wells Fargo Bank, NAJan 2021 to now
- Maria Vara PhotographyJun 2019 to now
- UnemployedApr 2020 to Jan 2021
- Charter-spectrum CommunicationsDec 2019 to Apr 2020
- Panera BreadNov 2019 to Dec 2019
- TargetSep 2018 to Nov 2019
- G6 AirparkAug 2017 to Aug 2018
- UnemployedApr 2000 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7662777
- Firm CRD
- 19616