Christopher Todd Mays

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Roanoke, VA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Roanoke, VA

Previous Registrations

• 2000-07-10 → 2008-05-07
  Ubs Financial Services Inc.
  Roanoke, VA
  Roanoke, VA

Other Businesses

RENTAL PROPERTY; INV RELATED; ROANOKE, VA; 100% OWNERSHIP WITH SPOUSE; START 3/1/2013; LESS THAN ONE HOUR DEVOTED PER MONTH; NOT DURING TRADING HOURS. POWER OF ATTORNEY FOR MOTHER; INV. RELATED; GOODVIEW, VA; START 11/2022; 10 HRS PER MONTH; 1 HR DURING TRADING. WATERSIDE HOA, NOT INV RELATED, GOODVIEW, VA, OFFSITE SEPTIC COMMITTEE MEMBER, START 1/1/2015, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING, COORDINATING MAINTENANCE.

Exams

• S66 Uniform Combined State Law Examination
  2000-05-01
• S63 Uniform Securities Agent State Law Examination
  1990-08-29

Other Names

• Todd Mays