Shirley Keller Cantu

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

• 04/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Del Mar, CA
• 06/1997 → Present
  Wells Fargo Bank
  Del Mar, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Del Mar, CA

Other Businesses

RENTAL PROPERTY, INVT RELATED, SAN ANTONIO, TX, 100% OWNERSHIP WITH SPOUSE, START DATE 10/22/2019, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNERS OF RENTAL PROPERTY.

Exams

• S66 Uniform Combined State Law Examination
  2016-06-24

Other Names

• Shirley Yvette Keller