Amy Lilliam Friedrich
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Amy Lilliam Friedrich? Claim your profile
Contact this firm
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, LLCDec 2025 to now
- Wells Fargo Bank, NASep 2024 to now
- UnemployedMay 2024 to Aug 2024
- Mcgriff -truist Bank Raleigh NcOct 2023 to May 2024
- Syneos Health, LLCApr 2019 to Oct 2023
- Ibm-rtpApr 2018 to Apr 2019
- Eurasia CorporativaJan 2017 to Mar 2018
- AceisurMay 2015 to Dec 2016
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 (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
- 8196554
- Firm CRD
- 19616