Rachelle Wagner

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

• 09/2014 → 06/2018
  Ameriprise Financial Services, Inc.
  Fort Worth, TX
• 09/1995 → 06/2018
  Alarm Control Technicians, Inc
  Fort Worth, TX
• 08/2000 → 06/2018
  24 Hour Fitness
  Fort Worth, TX
• 06/2018 → 03/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Southlake, TX
• 03/2019 → Present
  Wells Fargo Clearing Services Llc
  Fort Worth, TX

Previous Registrations

• 2018-07-23 → 2019-03-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Southlake, TX
• 2017-10-18 → 2018-06-19
  Ameriprise Financial Services, Llc
  Ft Worth, TX
  Stephenville, TX
  Fort Worth, TX

Other Businesses

ALARM CONTROL TECHNICIANS, INC.; NOT INVESTMENT RELATED; FORT WORTH,TX; 100% OWNERSHIP WITH SPOUSE; START DATE 04/01/1995; NUMBER OF HOURS PER MONTH 9; NUMBER OF HOURS DURING TRADING 0; RECONCILE MONTHLY STATEMENTS, FED AND STATE REPORTS.

Exams

• S66 Uniform Combined State Law Examination
  2017-10-10

Other Names

• Rachelle Yvonne Dacus
• Rachelle Yvonne Wagner