Melissa Leann Williams

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

• 05/2007 → 05/2018
  Suntrust Investment Services,Inc
  Atlanta, GA
• 09/2016 → 05/2018
  Suntrust Advisory Services
  Atlanta, GA
• 05/2018 → Present
  Wells Fargo Clearing Services, Llc
  Walland, TN

Previous Registrations

• 2016-09-13 → 2018-05-30
  Truist Advisory Services, Inc.
  Alcoa, TN
  Alcoa, TN
• 2009-05-27 → 2016-12-31
  Truist Investment Services, Inc.
  Alcoa, TN
  Alcoa, TN
  Knoxville, TN
  Alcoa, TN

Exams

• S66 Uniform Combined State Law Examination
  2009-05-26
• S63 Uniform Securities Agent State Law Examination
  2008-11-17

Other Names

• Leann Williams
• Melissa Williams