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William Burke Allred

Wells Fargo Clearing Services, LLC

Carlsbad, CA

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Current Employers
Wells Fargo Clearing Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-22
  • CA RA
    APPROVED
    Since 2025-05-22

Branch Locations

5800 Armada Dr Ste 300, Carlsbad, CA 92008 • 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
OrganizationCityStateFromTo
Lpl Financial Carlsbad CA 09/2014 05/2025
Wells Fargo Clearing Services, Llc Carlsbad CA 05/2025 Present
Previous Registrations
  • 2014-09-03 → 2025-06-12
    Lpl Financial Llc
    Carslbad, CA
    San Diego, CA
    Carlsbad, CA
    Carlsbad, CA
    San Diego, CA
    Solana Beach, CA
    Solana Beach, CA
    Encinitas, CA
    Encinitas, CA
  • 2008-12-24 → 2014-09-09
    U.S. Bancorp Advisors, Llc
    Oceanside, CA
    Oceanside, CA
    Encinitas, CA
    Carlsbad, CA
    Carlsbad, CA
    Encinitas, CA
  • 2007-05-09 → 2008-12-08
    Zions Capital Advisors, Inc.
    San Diego, CA
  • 2007-04-10 → 2007-05-03
    Centara Capital Management Group, Inc.
    San Diego, CA
  • 2005-10-11 → 2006-07-19
    Dunham
    San Diego, CA
  • 2001-07-27 → 2004-04-14
    Banc Of America Investment Services, Inc.
    Fallbrook, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-10-26
S65 Uniform Investment Adviser Law Examination 1999-10-26
  • S63 Uniform Securities Agent State Law Examination
    1999-10-26
  • S65 Uniform Investment Adviser Law Examination
    1999-10-26
Other Names
  • Brett Allred
  • William B Allred
  • William Brett Allred
  • William Burke Allred
  • William Burke Allred

View on SEC IAPD

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PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
FRANK FINANCIAL ADVISORS
LPL FINANCIAL LLC

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Other Offices

INTELLIGENCE DRIVEN ADVISERS, LLC · CARLSBAD, CA
COTTINGHAM MANAGEMENT COMPANY, LLC · CARLSBAD, CA
CORONADO INVESTMENT ADVISORS, LLC · CARLSBAD, CA
FINANCIAL PLANNING SOLUTIONS, INC. · CARLSBAD, CA
PFS INVESTMENTS INC. · CARLSBAD, CA
COMMONWEALTH FINANCIAL NETWORK · CARLSBAD, CA
FRANK FINANCIAL ADVISORS · CARLSBAD, CA
LPL FINANCIAL LLC · CARLSBAD, CA

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