Itzel Goldsborough
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, LLCApr 2026 to now
- Wells Fargo Bank, NAJan 2026 to now
- Truliant Federal Credit UnionJan 2025 to Jan 2026
- Home GoodsSep 2019 to Sep 2020
- Wells Fargo Bank, NANov 2018 to Jan 2025
- Woodforest National BankJul 2017 to Nov 2018
- Goodwill Industries of Northwest NcJan 2017 to Jul 2017
- Abercrombie & FitchJan 2015 to Jan 2017
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
- 8208461
- Firm CRD
- 19616