Gabriel Iglesias
Investment adviser representative at Wells Fargo Advisors
12 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
12 years in the industry.
- Wells Fargo Clearing Services, LLC.Apr 2026 to now
- Bank of America, N.A.Oct 2024 to Apr 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to Mar 2026
- Van Clemens & Co. IncorporatedAug 2023 to Feb 2024
- Eastern National BankJun 2021 to Jul 2024
- Century 21 Dorar RealtyJan 2021 to Jun 2021
- Phoenix General RepairsMay 2019 to Dec 2020
- UnemployedJan 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7800365
- Firm CRD
- 19616