Christopher Robert Waddill

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

• 04/2020 → Present
  Wells Fargo Clearing Services, Llc
  Napa, CA
• 08/2007 → Present
  Wells Fargo Bank, Na
  Napa, CA

Other Businesses

SONOMA VALLEY FIRE DISTRICT; NOT INV RELATED; SONOMA, CA; VOLUNTEER FIRE FIGHTER; START DATE 07/04/2025; 12 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS

Exams

• S66 Uniform Combined State Law Examination
  2020-10-09

Other Names

• Chris Waddill