Stacey Anne Pagan Walker

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

• 03/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Lakeland, FL
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Lakeland, FL

Previous Registrations

• 2012-05-31 → 2016-01-19
  Schwab Wealth Advisory, Inc.
  Orlando, FL
• 2007-12-04 → 2012-05-31
  Charles Schwab & Co., Inc.
  Orlando, FL
  Orlando, FL
  Orlando, FL
• 2003-12-05 → 2006-06-19
  Morgan Stanley Dw Inc.
  Orlando, FL
  Orlando, FL
• 2002-11-15 → 2003-04-30
  Ameriprise Financial Services, Llc
  Orlando, FL

Exams

• S66 Uniform Combined State Law Examination
  2002-10-24

Other Names

• Stacey Anne Pagan
• Stacey Walker
• Stacey A Pagan Walker
• Stacey Anne Pegan Walker