Samuel Ian Duncan
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, LLCApr 2025 to now
- Wells Fargo Bank, NADec 2023 to now
- UnemployedAug 2023 to Dec 2023
- WalgreensApr 2023 to Aug 2023
- UnemployedDec 2022 to Apr 2023
- Golden Gate PetroleumDec 2021 to Dec 2022
- Vista Charter SchoolMay 2021 to May 2022
- Ignacio High SchoolMay 2020 to May 2021
- Kipp Nashville Collegiate High SchoolMay 2019 to May 2020
- Maple Wood High SchoolMay 2018 to May 2019
- Marble Falls Middle SchoolApr 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, NM).
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
- 8081264
- Firm CRD
- 19616