Robert L Blevins

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Bristol, VA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Bristol, VA

Other Businesses

POWER OF ATTORNEY FOR MOTHER, INV RELATED, BRISTOL, VA, START: 5/17/2022, 0 HRS/MONTH, 0 HRS DURING TRADING.; CO-TRUSTEE FOR MOTHER'S TRUST, INV RELATED, BRISTOL, VA, START: 6/15/2022, 2 HRS/MONTH, 0 HRS DURING TRADING.; | CO-TRUSTEE FOR FAMILY TRUST; INV RELATED; BRISTOL, TN; CO-TRUSTEE; 02/2025; 8 HOURS PER MONTH; 8 HOURS DURING TRADING; SERVE AS TRUSTEE

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-10-16
• S63 Uniform Securities Agent State Law Examination
  1996-09-16

Other Names

• Bob Blevins
• Robert Leslie Blevins