Kanisha Tasnean Mcpherson

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

• 04/2025 → Present
  Wells Fargo Clearing Services, Llc
  Mobile, AL
• 08/2021 → Present
  Wells Fargo Bank, Na
  Mobile, AL
• 08/2018 → 08/2021
  Cpsi
  Mobile, AL
• 02/2021 → Present
  Elite Residential
  Mobile, AL
• 02/2018 → 06/2018
  Bbva
  Mobile, AL
• 02/2016 → 02/2018
  Woodforest Bank
  Saraland, AL

Other Businesses

Elite Residential; non-investment related; Mobile, AL; provides in home care for mental health clients; care provider; Start Date: 02/2021; 48 hours per month; 0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-24
• S63 Uniform Securities Agent State Law Examination
  2025-08-01

Other Names

• Kanisha Tasnean Gray
• Kanisha Tasnean Robinson