Lily Pryce

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2010 → 09/2017
  Bbtis
  Charlotte, NC
• 09/2017 → Present
  Wells Fargo Clearing Services, Llc
  West Palm Beach, FL

Previous Registrations

• 2010-04-19 → 2017-09-01
  Bb&T Investment Services, Inc.
  Stuart, FL
  Port Saint Lucie, FL
  Jupiter, FL
  Palm City, FL
  Port St Lucie, FL
  Charlotte, NC
  Clearwater, FL
  Stuart, FL
  Port Saint Lucie, FL
  Port Saint Lucie, FL
  North Palm Beach, FL
  Palm Beach Gardens, FL
  Leesburg, FL
  The Villages, FL
  Titusville, FL
  Stuart, FL
  Palm City, FL
  Orlando, FL
  Melbourne, FL
  Indian Harbour Beach, FL
  Tequesta, FL
  Jupiter, FL
  Jupiter, FL
  Port Saint Lucie, FL
  Jupiter, FL
  Port Saint Lucie, FL
  Jensen Beach, FL
• 2009-05-02 → 2010-04-13
  Chase Investment Services Corp.
  Jensen Beach, FL
  Stuart, FL
  Port St Lucie, FL
  Port St Lucie, FL
  Port St. Lucie, FL
  Jupiter, FL
• 2006-11-01 → 2009-05-02
  Wamu Investments, Inc.
  Port St Lucie, FL
  Vero Beach, FL
  Jensen Beach, FL
  Vero Beach, FL
  Stuart, FL
  Jupiter, FL
  Stuart, FL
  Weston, FL
  Vero Beach, FL
  Fort Pierce, FL
  Port St Lucie, FL
  Port St Lucie, FL
  Port St. Lucie, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-30
• S63 Uniform Securities Agent State Law Examination
  2001-08-03

Designations

• Certified Financial Planner

Other Names

• Lily Tsao
• Lily Tsao