Kelly Andrews Bevis

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

Previous Registrations

• 1996-10-23 → 2003-07-01
  Prudential Equity Group, Llc
  Fort Worth, TX

Other Businesses

MINERAL RIGHTS FOR XTO ENERGY, NOT INV RELATED, FORT WORTH, TX, LESS THAN 1% OWNER, START: UNKNOWN, 0 HOURS, RECEIVE CHECKS. UNITED COMMUNITY CENTERS; INVESTMENT RELATED; FORT WORTH, TX; FINANCE COMMITTEE MEMBER; START DATE 08/26/2020; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUSS BUDGET, FUNDRAISING, AND EXPENSES. NATIONAL CHARITY LEAGUE FORT WORTH CHAPTER; NOT INV RELATED; TREASURER; 06/2025; 3 HOURS PER MONTH; 0 DURING TRADING; PROMOTE VOLUNTEERISM OF MOTHER AND DAUGHTERS

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-09-23
• S63 Uniform Securities Agent State Law Examination
  1994-12-14

Other Names

• Kelly Darnel Andrews
• Kelly Darnell Andrews
• Kelly Andrews Bevis