Renee Christine Parrett

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

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Antioch, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Antioch, CA

Previous Registrations

• 2001-05-15 → 2011-01-03
  Wells Fargo Investments, Llc
  Antioch, CA
  Brentwood, CA
  Antioch, CA
  Antioch, CA
  Walnut Creek, CA

Other Businesses

RENTAL PROPERTY; INVESTMENT RELATED; COLLEGE STATION,TX; 100% OWNERSHIP WITH SPOUSE; START DATE 09/14/2020; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; LANDLORD.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-28
• S63 Uniform Securities Agent State Law Examination
  1995-02-10

Other Names

• Renee Christine Swansonparrett
• Renee Christine Swanson