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Lisa Renee Bell

Wells Fargo Clearing Services, LLC

Charleston, SC

Summerville, SC

Columbia, SC

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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2013-10-08
  • SC RA
    APPROVED
    Since 2013-10-08

Branch Locations

320 Broad St 4Th Fl [Rbo], Charleston, SC 29401 • United States

406 N Main St, Summerville, SC 29483 • United States

1320 Main St Ste 600, Columbia, SC 29201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank Na Goose Creek SC 05/2009 Present
Wells Fargo Advisors Llc Goose Creek SC 05/2009 11/2016
Wells Fargo Clearing Services, Llc Goose Creek SC 11/2016 Present
  • 05/2009 → Present
    Wells Fargo Bank Na
    Goose Creek, SC
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Goose Creek, SC
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Goose Creek, SC
Other Businesses

BELL PROPERTY LLC, INV RELATED, SUMMERVILLE, SC, 100% OWNER, START: 9/19/2016, 3 HOURS PER MONTH/0 DURING TRADING, DUTIES: PURCHASE RENTALS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-09-29
S63 Uniform Securities Agent State Law Examination 2000-10-27
  • S65 Uniform Investment Adviser Law Examination
    2008-09-29
  • S63 Uniform Securities Agent State Law Examination
    2000-10-27
Other Names
  • Lisa Mccleain

View on SEC IAPD

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Other Offices

BALLAST ROCK PRIVATE WEALTH · CHARLESTON, SC
PALMETTO ADVISORY · CHARLESTON, SC
CHARLESTON EQUITY PARTNERS, LLC · CHARLESTON, SC
EQUITABLE ADVISORS, LLC · CHARLESTON, SC
ADVISOR.COM · CHARLESTON, SC
TIME & WEALTH MANAGEMENT, LLC · CHARLESTON, SC
EDWARD JONES · CHARLESTON, SC
GREYSTAR INVESTMENT GROUP, LLC · CHARLESTON, SC

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