Adrian C Lewis
Investment adviser representative at Wells Fargo Advisors
13 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
13 years in the industry.
- Wells Fargo Clearing Services, LLCJan 2025 to now
- Charles Schwab & Co., Inc.May 2023 to Jan 2025
- Charles Schwab Bank, SsbMay 2023 to Jan 2025
- Farmers Insurance / TransameriAug 2022 to May 2023
- O'quinn InsuranceDec 2021 to Jul 2022
- Farmers InsuranceJan 2021 to Dec 2021
- Allstate InsuranceJan 2020 to Jan 2021
- University of North FloridaAug 2019 to May 2023
- StudentAug 2013 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7739611
- Firm CRD
- 19616