Christopher Loucks
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
1 stateRegistered in
$252.3BFirm assets
26 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
13 years in the industry.
- Wells Fargo Advisors Financial Network, LLCJan 2024 to now
- DoordashDec 2023 to now
- Charles Schwab & Co., Inc.Feb 2023 to Nov 2023
- Insight GlobalSep 2022 to Feb 2023
- Boat Rentals of AmericaMar 2021 to Jul 2022
- UnemployedAug 2020 to Mar 2021
- Electric Boat RentalsMay 2020 to Aug 2020
- UnemployedAug 2019 to May 2020
- Newport Beach Athletic ClubAug 2018 to Aug 2019
- UnemployedJun 2013 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 7694726
- Firm CRD
- 11025