Amee L Earl

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

• 07/2003 → 11/2016
  Wells Fargo Advisors Llc
  Raleigh, NC
• 11/2016 → 06/2020
  Wells Fargo Clearing Services, Llc
  Raleigh, NC
• 07/2021 → 03/2022
  Facet Wealth
  Cary, NC
• 06/2020 → 07/2021
  Unemployed
  Cary, NC
• 05/2022 → Present
  Wells Fargo Clearing Services, Llc
  Raleigh, NC
• 03/2022 → 05/2022
  Unemployed
  Cary, NC

Previous Registrations

• 2022-01-13 → 2022-06-16
  Facet
  Cary, NC
• 2003-07-01 → 2020-06-30
  Wells Fargo Clearing Services, Llc
  Raleigh, NC
  Warrenton, VA
  Virginia Beach, VA
  Columbus, OH
  Virginia Beach, VA
  Raleigh, NC
  Raleigh, NC
• 2003-03-11 → 2003-07-01
  Prudential Equity Group, Llc
  Virginia Beach, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-02-25
• S63 Uniform Securities Agent State Law Examination
  2001-04-02

Designations

• Certified Financial Planner

Other Names

• Amee Alvarez
• Amee L Earl
• Amee L Earl
• Amee L Hockey
• Amee Lee Earl
• Amee L Young