Monica Yates Harrison-Church

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

• 07/2014 → 11/2016
  Wells Fargo Advisors Llc
  Charleston, WV
• 11/2016 → 07/2021
  Wells Fargo Clearing Services, Llc
  Charleston, WV
• 05/2022 → Present
  Wells Fargo Clearing Services, Llc
  Charleston, WV
• 07/2021 → 11/2021
  Wvdhhr Bureau For Medical Services
  Charleston, WV
• 11/2021 → 05/2022
  Unemployed
  Winfield, WV

Previous Registrations

• 2014-07-23 → 2021-07-08
  Wells Fargo Clearing Services, Llc
  Charleston, WV
  Raleigh, NC
  Raleigh, NC
  Raleigh, NC
• 2009-06-01 → 2014-07-29
  Morgan Stanley
  Huntington, WV
  Charleston, WV
• 2007-08-16 → 2009-06-01
  Citigroup Global Markets Inc.
  Huntington, WV
• 2007-06-13 → 2007-08-02
  Bb&T Investment Services, Inc.
  Huntington, WV
  Charlotte, NC
• 2006-07-05 → 2007-05-15
  Chase Investment Services Corp.
  Charleston, WV

Exams

• S66 Uniform Combined State Law Examination
  2004-07-07

Other Names

• Monica Yates Wiley
• Monica Lynn Yates
• Monica Yates Harrison
• Monica Lynn Jarrell
• Monica Yates Harrison-Church
• Monica Yates Church
• Monica Harrisonchurch