Yuliana C Gonzalez-vega
Investment adviser representative at Wells Fargo Advisors
12 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
12 years in the industry.
- Wells Fargo Clearing Services, LLCJan 2025 to now
- KeenelandSep 2024 to Nov 2024
- Relix BridalDec 2023 to Jan 2025
- University of KentuckyJan 2023 to Dec 2024
- WildhealthJan 2022 to May 2022
- KindercareApr 2021 to Sep 2021
- Aqua-totsMay 2020 to Sep 2020
- Bluegrass Community and Technical CollegeAug 2019 to May 2023
- Malibu JacksAug 2018 to Aug 2019
- Lafayette High SchoolAug 2014 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8039158
- Firm CRD
- 19616