Paul R Favours Ii

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

• 04/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Oakhurst, NJ
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Oakhurst, NJ

Previous Registrations

• 2009-10-23 → 2016-04-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Freehold, NJ
  New York, NY
  New York, NY
  New York, NY
  New York, NY
• 2004-10-20 → 2009-10-23
  Banc Of America Investment Services, Inc.
  New York, NY
  New York, NY
• 2002-08-29 → 2004-10-20
  Quick & Reilly, Inc.
  New York, NY

Other Businesses

RENTAL PROPERTY, INVT RELATED, NEWARD, NJ, 100% OWNERSHIP, START DATE 12/27/2019, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER AND LANDLORD. FAVOURS ENTERPRISE, LLC, INVT RELATED, NEWARK, NJ, 100% OWNERSHIP, START DATE 2/25/2020, 0 HRS PER MONTH, 0 HRS DURING TRADING, OWNER OF LLC FOR REAL ESTATE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-08
• S63 Uniform Securities Agent State Law Examination
  1994-11-11

Other Names

• Paul Rudolph Favours