Gregory Blake Richards

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

• 08/2013 → 01/2021
  Iberia Financial Services
  Monroe, LA
• 07/2016 → 01/2021
  Infinex Investments, Inc.
  Monroe, LA
• 01/2021 → 08/2025
  First Horizon Advisors
  Monroe, LA
• 08/2025 → 07/2026
  Lpl Financial Llc
  Monroe, LA
• 07/2026 → Present
  Wells Fargo Clearing Services, Llc
  Monroe, LA

Previous Registrations

• 2025-08-21 → 2026-08-05
  Lpl Financial Llc
  Monroe, LA
• 2021-01-22 → 2025-08-21
  First Horizon Advisors, Inc.
  Monroe, LA
  Lafayette, LA
  Monroe, LA
• 2016-07-14 → 2021-01-22
  Osaic Institutions, Inc.
  Monroe, LA
  Morgan City, LA
  Monroe, LA

Exams

• S66 Uniform Combined State Law Examination
  2016-04-18

Other Names

• Blake Richards
• Gregory B Richards