Robin Ann Rush

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Oklahoma City, OK
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Oklahoma City, OK

Previous Registrations

• 2003-01-06 → 2003-07-01
  Prudential Equity Group, Llc
  Oklahoma City, OK

Other Businesses

GRAYSTONE PROPERTIES OF OKLAHOMA CITY; INVESTMENT RELATED; BETHANY, OK; RENTAL PROPERTIES; VICE PRESIDENT OF THIS COMPANY OWNED SOLELY BY MY SPOUSE; START 8/14/2009; 3 HOURS DEVOTED PER MONTH; NONE DURING TRADING HOURS; DUTIES ARE TO KEEP RECORDS FOR THE MONTHLY MEETING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-12-11
• S63 Uniform Securities Agent State Law Examination
  2001-11-27

Other Names

• Robin Ann Routolo