Robert Nixon Munly

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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Portland, OR
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Portland, OR

Previous Registrations

• 2009-08-28 → 2011-01-03
  Wells Fargo Investments, Llc
  Portland, OR
  Hillsboro, OR
  Keizer, OR
• 2009-05-02 → 2009-08-31
  Chase Investment Services Corp.
  Oregon City, OR
  Portland, OR
  Milwaukie, OR
  Clackamas, OR
• 2007-06-12 → 2009-05-02
  Wamu Investments, Inc.
  Portland, OR
  Clackamas, OR
  Portland, OR
  Troutdale, OR
  Oregon City, OR
  Milwaukie, OR
  Milwaukie, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-19
• S63 Uniform Securities Agent State Law Examination
  1998-04-08

Designations

• Certified Financial Planner

Other Names

• Robert Nixon Munly