Carl Wayne Walker
Investment adviser representative at Wells Fargo Advisors
16 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
16 years in the industry.
- Wells Fargo Clearing Services, LLCJun 2026 to now
- Wells Fargo Bank, NAMay 2026 to now
- Bank of America, N.A.Dec 2024 to Jun 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2023 to Jun 2026
- UnemployedNov 2022 to Feb 2023
- The Bob and Ronna Group of Berkshire HathawayMay 2022 to Nov 2022
- Bob Lucido Team of Keller WilliamsMar 2021 to May 2022
- Eagle Rock ManagementMar 2020 to Mar 2021
- Quest Management GroupMay 2019 to Mar 2020
- Wpm Real Estate ManagementOct 2017 to May 2019
- Mid-atlantic Benefits GroupApr 2015 to Jul 2017
- Walker Benefit ServicesOct 2010 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7705199
- Firm CRD
- 19616