Brian Craig Lunceford

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
  Saint Louis, MO
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Saint Louis, MO

Previous Registrations

• 2001-06-07 → 2007-05-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clayton, MO
  Clayton, MO

Other Businesses

NATIONAL ASSOCIATION OF GUARDSMEN INC, BOSTON CHAPTER; NOT INV RELATED; MILTON, MA; TREASURER; 02/2025; 2 HOURS PER MONTH; NO HOURS DURING TRADING HOURS BOSTON KAPPA SCHOLARSHIP INVESTMENT FUND INC; INV RELATED;QUINCY,MA; INVESTMENT COMMITTEE MEMBER; START DATE: 08/01/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2016-04-14
• S63 Uniform Securities Agent State Law Examination
  1997-06-16

Other Names

• Brian Craig Lunceford