Brian Boris Carrion

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

• 05/2018 → Present
  Wells Fargo Clearing Services, Llc
  Houston, TX
• 07/2015 → 01/2018
  Pricewaterhousecoopers, Llp
  Houston, TX
• 02/2018 → 04/2018
  None
  Houston, TX

Other Businesses

CPA, NOT INV RELATED, STATE OF TEXAS, START 7/11/2019, ZERO HOURS PER MONTH, ZERO DURING TRADING, MAINTAINING CPE CREDITS. RENTAL PROPERTY; INV RELATED; HOUSTON, TX; 100% OWNERSHIP; START DATE 11/10/2024; 1 HOUR PER MONTH; 0 DURING TRADING; OWNER OF RENTAL PROPERTY.

Exams

• S66 Uniform Combined State Law Examination
  2018-07-20

Designations

• Certified Financial Planner

Other Names

• Brian Boris Carrion
• Brian Carrion