Best Investors Account Sign in

Stacy Lynn Alfonso

Wells Fargo Clearing Services, LLC

Land O'LAkes, FL

CRD 3043865

Claim This Profile
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:

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
TX RA APPROVED_RES 2017-09-08
  • TX RA
    APPROVED_RES
    Since 2017-09-08

Branch Locations

17907 Aprile Dr Ste 100, Land O'LAkes, FL 34638 • 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
Morgan Stanley Smith Barney Llc Palm Harbor FL 12/2011 09/2017
Wells Fargo Clearing Services, Llc Trinity FL 09/2017 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-07-12
  • S63 Uniform Securities Agent State Law Examination
    2011-07-12
Other Names
  • Stacy Lynn Willits

View on SEC IAPD

Nearby Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
DMK ADVISOR GROUP, INC.
EDWARD JONES

Nearby Investors

Ivette Ramirez
BRIAN STEINBACH
Michael Yacavone

Nearby Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · LAND O LAKES, FL
DMK ADVISOR GROUP, INC. · LUTZ, FL
EDWARD JONES · Lutz, FL

More in Land O'lakes, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor