Andrea Hughes Perryman

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
  Allen, TX
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Allen, TX

Previous Registrations

• 2005-10-07 → 2011-01-12
  Chase Investment Services Corp.
  Carrollton, TX
  Frisco, TX
  Mckinney, TX
  Mckinney, TX
  Allen, TX
  Carrollton, TX
  Mckinney, TX
  Dallas, TX
• 2005-06-30 → 2005-09-12
  Morgan Stanley Dw Inc.
  Dallas, TX

Other Businesses

KENTUCKY STREET HOLDINGS LLC, INV RELATED, MCKINNEY, TX, START: 2/15/2014, 100% OWNER, 2 HOURS PER MONTH/0 DURING TRADING. WALNUT STREET HOLDINGS, LLC; INV RELATED; FRISCO, TX; RENTAL PROPERTY; 100% OWNERSHIP WITH SPOUSE; START 9/25/2015; 5 HOURS PER MONTH, 0 DURING TRADING; LANDLORD. CEDAR SPRINGS DRIVE, LLC; NOT INVESTMENT RELATED; PROSPER,TX; 100% OWNERSHIP WITH SPOUSE; START DATE 02/01/2019; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; OWNER.

Exams

• S66 Uniform Combined State Law Examination
  2005-03-31

Other Names

• Andrea Jean Hughes