Claire Nicole Doyle
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Wells Fargo Advisors Financial Network, LLCSep 2024 to now
- Idea Public SchoolsAug 2023 to Sep 2024
- Flagler County Public SchoolAug 2022 to May 2023
- The Bolles SchoolMay 2022 to Aug 2024
- The Otis Hawkins CenterJan 2021 to May 2022
- University of FloridaAug 2020 to May 2023
- Catholic Charities of Northeast KansasMay 2020 to Jul 2020
- Belmont Abbey CollegeAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 7991532
- Firm CRD
- 11025