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Angelia Faye Marchant

Wells Fargo Clearing Services, LLC

Roanoke, VA

Abingdon, VA

CRD 6488575

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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:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2020-03-17
  • VA RA
    APPROVED
    Since 2020-03-17

Branch Locations

10 S Jefferson St Ste 2100 [V3/V8-Rbo], Roanoke, VA 24011 • United States

332 Cummings St, Abingdon, VA 24210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank Na Abingdon VA 03/2011 Present
Wells Fargo Advisors, Llc Abingdon VA 05/2015 11/2016
Wells Fargo Clearing Services, Llc Abingdon VA 11/2016 Present
  • 03/2011 → Present
    Wells Fargo Bank Na
    Abingdon, VA
  • 05/2015 → 11/2016
    Wells Fargo Advisors, Llc
    Abingdon, VA
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Abingdon, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-16
S63 Uniform Securities Agent State Law Examination 2015-09-17
  • S65 Uniform Investment Adviser Law Examination
    2020-03-16
  • S63 Uniform Securities Agent State Law Examination
    2015-09-17
Other Names
  • Angela Faye Yarber

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

STEPHANIE S FRALIN
JOHN BARTON EDMUNDS
JOHN ROBERT BRADBERRY

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · Roanoke, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Roanoke, VA
CETERA INVESTMENT ADVISERS LLC · CAVE SPRING, VA

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