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Camila Alejandra Fonseca tavera

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.

  1. Wells Fargo Clearing Services, LLCMar 2026 to now
  2. Wells Fargo Bank, NAOct 2023 to now
  3. State FarmOct 2021 to Sep 2023
  4. Repertory Company TheatreFeb 2020 to Mar 2020
  5. Repertory Company TheatreOct 2019 to Dec 2019
  6. Chick-fil-aSep 2019 to Jul 2020
  7. Garland Civic TheatreSep 2018 to Nov 2018
  8. Garland Civic TheatreNov 2017 to Feb 2018
  9. Wells Fargo Bank, NAJul 2016 to Oct 2021

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 (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
8238606
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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