Andrew Wallace
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCOct 2025 to now
- Wells FargoFeb 2024 to Oct 2025
- Ivox SolutionsJul 2023 to Feb 2024
- UnemployedFeb 2023 to Jul 2023
- Advanced Call Center TechnologiesNov 2020 to Feb 2023
- General Nutrition CompanyNov 2019 to Nov 2020
- Big Apple PizzaAug 2019 to Feb 2020
- Full-time EducationDec 2018 to Aug 2019
- Jersey MikesAug 2017 to Dec 2018
- Mulligans Beach House & GrillMay 2017 to Aug 2017
- Kween CabAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 8186187
- Firm CRD
- 19616