Kendal Walls
Investment adviser representative at Wells Fargo Advisors
11 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCSep 2026 to now
- Bank of America, N.A.Apr 2025 to Sep 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2025 to Sep 2026
- Umpqua BankSep 2024 to Mar 2025
- UnemployedJun 2024 to Sep 2024
- A Nanny for YouJun 2023 to Jul 2023
- University TeesJan 2023 to Jun 2024
- Call-a-cougJan 2022 to Dec 2022
- Washington State UniversityAug 2021 to Jun 2024
- UnemployedJun 2020 to Jan 2022
- Tacoma Community CollegeSep 2019 to Jun 2021
- Nasa GymnasticsApr 2018 to Jun 2020
- Curtis High SchoolJun 2017 to Jun 2021
- UnemployedApr 2015 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 8067776
- Firm CRD
- 19616