Simran Kaur Samra
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
3 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, LLCOct 2024 to now
- Wells Fargo BankOct 2024 to now
- Wells FargoJul 2022 to Sep 2024
- UnemployedMay 2022 to Jun 2022
- Wells FargoJun 2021 to Aug 2021
- The Paper StoreNov 2019 to Jun 2022
- Rutgers UniversityAug 2018 to Jul 2022
- Wayne Valley High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, 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
- 7668938
- Firm CRD
- 19616