William Eugene Werley

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
  Harlingen, TX
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Harlingen, TX

Previous Registrations

• 1999-01-01 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Lakewood, CO
  St. Louis, MO
  Lakewood, CO

Other Businesses

RENTAL PROPERTY, INV RELATED, HARLINGEN, TX, 100% OWNERSHIP WITH SPOUSE, START 3/1/2017, ZERO HOURS PER MONTH, LANDLORD. LOS AMIGOS II TOWNE HOMEOWNER'S ASSOCIATION, NOT INV RELATED, PALM VALLEY, TX, PRESIDENT, START 1/1/2025, 2 HRS PER MONTH, 0 HRS DURING TRADING, OVERSIGHT OF HOA BUILDINGS. EXECUTOR FOR UNCLE, INV RELATED, HARLINGEN, TX, START: 11/15/2024, 2 HOURS A MONTH, 2 HOURS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2004-02-18
• S63 Uniform Securities Agent State Law Examination
  1992-10-08

Other Names

• Bill Werley
• Billy Werley