Britain Kern
Investment adviser representative at Wells Fargo Advisors
13 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
13 years in the industry.
- Wells Fargo Clearing Services, LLCJun 2025 to now
- N/aSep 2024 to Jun 2025
- Portfolio TMay 2024 to Sep 2024
- N/aJul 2023 to May 2024
- Applied MindsAug 2022 to Jul 2023
- NextbiteNov 2019 to Aug 2022
- N/aMay 2019 to Nov 2019
- Team OneMay 2018 to Aug 2018
- Vcu BrandcenterSep 2017 to May 2019
- N/aDec 2016 to Sep 2017
- Vcu Business SchoolSep 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8125817
- Firm CRD
- 19616