Laurie Lakey

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 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
  Las Cruces, NM
• 11/2016 → 03/2023
  Wells Fargo Clearing Services, Llc
  Las Cruces, NM
• 03/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Lake Oswego, OR

Previous Registrations

• 2011-01-03 → 2023-03-22
  Wells Fargo Clearing Services, Llc
  El Paso, TX
  Las Cruces, NM
  Tucson, AZ
  Tucson, AZ
  Lake Oswego, OR
  Wausau, WI
  Oak Park, IL
  Oak Park, IL
• 2009-07-24 → 2011-01-03
  Wells Fargo Investments, Llc
  Las Cruces, NM

Exams

• S66 Uniform Combined State Law Examination
  2009-07-20

Other Names

• Lakey Lakey
• Laurie Ann Rojas
• Laurie Ann Rojas
• Laurie Ann Lakey