Christopher Malone Nagle

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

• 12/2014 → 11/2016
  Wells Fargo Advisors, Llc
  Houston, TX
• 10/2013 → Present
  Wells Fargo Bank, Na
  Houston, TX
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Houston, TX

Other Businesses

KATCH-NAGLE INTERESTS, LLC, INVESTMENT RELATED, HOUSTON, TX., 15% OWNERSHIP, START: 11/1/2012, 0 HOURS/MONTH, 0 DURING TRADING, OIL ROYALTY INTERESTS.

Exams

• S66 Uniform Combined State Law Examination
  2015-03-02

Other Names

• Christopher Nagle