Roy Alan Lamar

Current Employers

Employment History

• 04/2010 → 11/2016
  Wells Fargo Advisors Llc
  Memphis, TN
• 11/2016 → 07/2026
  Wells Fargo Clearing Services, Llc
  Memphis, TN
• 07/2026 → Present
  &Partners
  Nashville , TN

Previous Registrations

• 2010-04-22 → 2026-08-11
  Wells Fargo Clearing Services, Llc
  Meridian, MS
  Oxford, MS
• 2009-08-14 → 2010-04-23
  Stifel, Nicolaus & Company, Incorporated
  Meridian, MS
• 2008-07-03 → 2009-08-14
  Ubs Financial Services Inc.
  Meridian, MS
  Weehawken, NJ

Other Businesses

MERIDIAN AIRPORT AUTHORITY ; NOT INV. RELATED; MERIDIAN, MS; COMMISSIONER; START DATE 1/2/2023; 2 HRS PER MONTH; 1 HR DURING BUSINESS; DUTIES: ATTEND MEETINGS PROVIDE OVERSIGHT OF OPERATIONS, BUDGETING AND LONG RANGE PLANNING.| FOURTH STREET DEVELOPMENT, LLC ; INV RELATED; MERIDIAN, MS; FINET;25% OWNERSHIP; START DATE: 10/10/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING; MAGNOLIA WEALTH ADVISORS, LLC; INV RELATED; MERIDIAN,MS; FINET PRACTICE;25% OWNERSHIP; START DATE: 01/15/2026; 200 HRS PER MONTH; 200 HRS DURING TRADING; RAL, LLC; INV RELATED;MERIDIAN,MS; FINET;100% OWNERSHIP; START DATE: 07/20/2026; 200 HRS PER MONTH; 200 HRS DURING TRADING; RAL, LLC POSITION: Member NATURE: This is a single member LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/20/2026 ADDRESS: Meridian, MS 39305 DESCRIPTION: None at this time. FOURTH STREET DEVELOPMENT, LLC POSITION: Member NATURE: Entity is owned by me and three others. Current asset is a vacant lot held to possibly build a financial advisor office for our practice in the future. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2025 ADDRESS: Meridian, MS 39301 DESCRIPTION: General LLC member, none at this time.

Exams

• S66 Uniform Combined State Law Examination
  2008-07-02

Other Names

• Alan Lamar