Richard Stephen Chambers

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

• 05/2014 → 11/2016
  Wells Fargo Advisors, Llc
  Washington, DC
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Washington, DC

Previous Registrations

• 2009-07-08 → 2014-05-09
  Edward Jones
  St Louis, MO
  Ashburn, VA

Other Businesses

CNR INVESTMENTS, LLC, INVT RELATED, ASHBURN, VA, 100% OWNERSHIP WITH SPOUSE, START DATE 6/24/2022, 2 HRS PER MONTH, 0 HRS DURING TRADING, HOLDS RENTAL PROPERTIES. HAMILTON, VA; PARTNERSHIP FOR PERSONAL RENTAL REAL ESTATE; 100% OWNERSHIP WITH SPOUSE; START DATE = 3/1/2003; ONE HOUR DEVOTED PER MONTH; NONE DURING TRADING HOURS. RENTAL PROPERTY, INVT RELATED, PURCELVILLE, VA, 100% OWNERSHIP WITH SPOUSE, START DATE 5/8/2020, 1 HR PER MONTH, 0 HRS DURING TRADING, LANDLORD. RENTAL PROPERTY, INVT RELATED, HAMILTON, VA, 100% OWNERSHIP WITH SPOUSE, START DATE 5/8/2020, 1 HR PER MONTH, 0 HRS DURING TRADING, LANDLORD. RENTAL PROPERTY, INVT RELATED, CENTREVILLE, VA, 100% OWNERSHIP WITH SPOUSE, START DATE 5/8/2020, 1 HR PER MONTH, 0 HRS DURING TRADING, LANDLORD.

Exams

• S66 Uniform Combined State Law Examination
  2009-07-03

Other Names

• Richard Chambers