Lanee Yeomans Leverett

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

• 06/2002 → Present
  Wachovia Bank, N.A.
  Augusta, GA
• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Evans, GA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Evans, GA

Other Businesses

MCGREGOR YEOMANS ENTERPRISES, LLLP; INV RELATED; LOUISVILLE, GA; 1.6% OWNER; TIMBER HARVESTING & HUNTING; START: 1/1/18; 0 HR;MO; 0 DURING TRADING. RENTAL PROPERTY, INV RELATED, MARTINEZ, GA, 100% OWNERSHIP, START 12/1/24, 1 HR PER MONTH, 0 HRS DURING TRADING, LANDLORD;

Exams

• S66 Uniform Combined State Law Examination
  2015-10-09
• S63 Uniform Securities Agent State Law Examination
  1994-06-08