Cameron Roy Macconnachie

Wells Fargo Clearing Services, LLC

Tarpon Springs, FL

CRD 4484650

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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:

Current Employers

Wells Fargo Clearing Services, Llc

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2019-03-22

NC RA
APPROVED

Since 2019-03-22

Branch Locations

101 Federal Pl Ste 101 [Regional Supervision], Tarpon Springs, FL 34689 • United States

550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • 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

Organization	City	State	From	To
Wachovia Bank, N.A.	Charlotte	NC	12/2008	Present
Wells Fargo Advisors Llc	Charlotte	NC	11/2010	11/2016
Wells Fargo Clearing Services, Llc	Charlotte	NC	11/2016	Present

12/2008 → Present

Wachovia Bank, N.A.

Charlotte, NC
11/2010 → 11/2016

Wells Fargo Advisors Llc

Charlotte, NC
11/2016 → Present

Wells Fargo Clearing Services, Llc

Charlotte, NC

Previous Registrations

2004-08-16 → 2008-12-12

Banc Of America Investment Services, Inc.

Charlotte, NC

Charlotte, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-03-19

S66 Uniform Combined State Law Examination

2019-03-19

View on SEC IAPD

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