Alejandro Calvillo Vargas

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

• 08/2001 → Present
  Wells Fargo Bank, N.A.
  Anaheim, CA
• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Anaheim, CA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Anaheim, CA

Previous Registrations

• 2009-05-19 → 2011-01-03
  Wells Fargo Investments, Llc
  Irvine, CA
  Newport Beach, CA
  Santa Ana, CA

Other Businesses

RENTAL PROPERTY; INV. RELATED; ORANGE, CA; OWNER; RENTAL PROPERTY; START DATE 10/1/2016; 0 HRS PER MONTH; 0 HRS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2009-05-18