Best Investors Account Sign in

Vickie Lynn Lacroix

Wells Fargo Clearing Services, LLC

The Villages, FL

Winter Park, FL

Claim This Profile
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 2020-04-28
FL RA APPROVED 2017-03-31
  • TX RA
    APPROVED_RES
    Since 2020-04-28
  • FL RA
    APPROVED
    Since 2017-03-31

Branch Locations

2595 Burnsed Blvd, The Villages, FL 32163 • United States

480 N Orlando Ave Ste C220 [F2-Rbo], Winter Park, FL 32789 • 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
Bbtis The Villages FL 01/2013 03/2017
Wells Fargo Clearing Services, Llc Orlando FL 03/2017 Present
Bbtis The Villages FL 03/2017 Present
Previous Registrations
  • 2013-01-14 → 2017-03-31
    Bb&T Investment Services, Inc.
    Charlotte, NC
    The Villages, FL
    The Villages, FL
    Leesburg, FL
    Eustis, FL
    Lady Lake, FL
    Orlando, FL
    Crystal River, FL
    Inverness, FL
    Leesburg, FL
    Beverly Hills, FL
    Wildwood, FL
    Summerfield, FL
    Eustis, FL
    Lady Lake, FL
    Leesburg, FL
  • 2011-03-10 → 2013-02-15
    Lpl Financial Llc
    Mount Dora, FL
  • 2008-05-08 → 2011-03-08
    Edward Jones
    Leesburg, FL
    Leesburg, FL
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-05
  • S66 Uniform Combined State Law Examination
    2008-05-05

View on SEC IAPD

Other Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ZENITH ADVISORY GROUP, LLC
STRATEGIC ADVISERS LLC
MORGAN STANLEY
AE WEALTH MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

TODD BLANKENSHIP
KEVIN GANUS
MICHAEL HARRISON
Elizabeth Kelly Moore
JENNIFER CAROL TAYLOR
BART ALAN PATTERSON
Jacob Carson Wells
Todd John Lietz

Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · THE VILLAGES, FL
ZENITH ADVISORY GROUP, LLC · THE VILLAGES, FL
STRATEGIC ADVISERS LLC · THE VILLAGES, FL
MORGAN STANLEY · The Villages, FL
AE WEALTH MANAGEMENT, LLC · The Villages, FL
AE WEALTH MANAGEMENT, LLC · The Villages, FL
CHARLES SCHWAB & CO., INC. · The Villages, FL
LPL FINANCIAL LLC · THE VILLAGES, FL

More in The Villages, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor