Princess Marie Taylor
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 Bank, NANov 2025 to now
- Wells Fargo Clearing Services, LLCNov 2025 to now
- Navy Federal Credit UnionNov 2023 to Nov 2025
- MathesonJul 2022 to Nov 2023
- Roy RogersMay 2022 to Jul 2022
- AlbertsonsMay 2021 to May 2022
- Thomas Stone High SchoolSep 2018 to May 2022
- Mattawoman Middle SchoolSep 2016 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 8195287
- Firm CRD
- 19616