Whitney Erin King
Investment adviser representative at Wells Fargo Advisors
11 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCOct 2025 to now
- Wells Fargo Bank, NAAug 2024 to now
- StarbucksDec 2021 to Aug 2024
- WingstopAug 2021 to Dec 2021
- Pov CoffeeNov 2020 to Jun 2021
- Another Broken Egg CafeMar 2020 to Dec 2020
- Sweet Eugene's House of JavaAug 2019 to Mar 2020
- Chick Fil aAug 2017 to Aug 2019
- Bastrop High SchoolOct 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
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
- 8176127
- Firm CRD
- 19616