Tara Alyce Pinckney

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
  Philadelphia, PA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Philadelphia, PA

Other Businesses

RENTAL PROPERTY, INV RELATED, PHILADELPHIA, PA, 50% OWNERSHIP, START 9/1/2019, 1 HOUR PER MONTH, ZERO DURING TRADING, LANDLORD. LYFT; NOT INV RELATED; SAN FRANCISCO, CA; DRIVER; START 1/30/2020; NUMBER OF HOURS PER MONTH 48; NUMBER OF HOURS DURING TRADING 0; DRIVING PASSENGERS WITHIN THE LYFT PORTAL APP. ETHNIC EXPRESSIONS, NOT INV RELATED, MORCROSS, CA, ART CONSULTANT, START 7/17/2020, 16 HOURS PER MONTH, ZERO DUIRNG TRADING, DIRECT SALES OF ART, DECOR, CLOTHING AND ACCESSORIES. ARISE, NOT INV RELATED, MIRAMAR, FL, CUSTOMER SERVICE REPRESENTATIVE, START 10/20/2022, 60 HOURS PER MONTH, ZERO HOURS DURING TRADING, ANSWERING CALLS FOR RETAIL CUSTOMER SERVICE ISSUES. RESILIENT HOME HEALTH AGENCY, LLC; INV RELATED; PHILADELPHIA, PA; FAMILY OWNED AND OPERATED COMPANY;DIRECT CARE WORKER; START DATE: 10/23/2025; 60 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-08-28

Other Names

• Tara Davenport