Erin Tobin Locke

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

• 07/2013 → 02/2018
  Farmers Insurance Group
  Austin, TX
• 08/2013 → 02/2018
  Farmers Financial Solutions
  Austin, TX
• 01/2018 → Present
  Wells Fargo Bank, Na
  Austin, TX
• 02/2018 → Present
  Wells Fargo Clearing Services, Llc
  Austin, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-09
• S63 Uniform Securities Agent State Law Examination
  2013-11-25

Other Names

• Erin Layne Tobin
• Erin Layne Tobin
• Erin Tobin Locke