Charrie Dennard
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCDec 2025 to now
- J.P. Morgan Securities LLCApr 2025 to Dec 2025
- JPMorgan Chase Bank, N.A.Apr 2025 to Dec 2025
- Morgan StanleyDec 2024 to Apr 2025
- J.P. Morgan Securities LLCAug 2023 to Dec 2024
- JPMorgan Chase Bank, N.A.Aug 2023 to Dec 2024
- Bank of AmericaDec 2021 to Aug 2023
- UnemployedSep 2021 to Nov 2021
- Fifth Third BankNov 2020 to Aug 2021
- Pro Custom Solar LLCMay 2020 to Jul 2021
- Downtown Public House LLCSep 2019 to Oct 2019
- Lee County School DistrictFeb 2019 to Apr 2020
- Alorica, IncJan 2018 to Feb 2018
- Academy Sports + Outdoors LtdNov 2017 to Dec 2017
- Victoria's Secret Stores, LLCJul 2015 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7801797
- Firm CRD
- 19616