Best Investors Account Sign in

Sean Patrick Hines

Wells Fargo Clearing Services, LLC

Medford, OR

CRD 7534794

Claim This Profile
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:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2022-06-27
  • OR RA
    APPROVED
    Since 2022-06-27

Branch Locations

3232 Hillcrest Park Drive, Medford, OR 97504 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Financial Medford OR 03/2022 Present
Rogue Community College Grants Pass Oregon OR 04/2016 06/2018
Southern Oregon University Ashland OR 09/2018 06/2021
Unemployed Medford OR 07/2021 02/2022
  • 03/2022 → Present
    Wells Fargo Financial
    Medford, OR
  • 04/2016 → 06/2018
    Rogue Community College
    Grants Pass Oregon, OR
  • 09/2018 → 06/2021
    Southern Oregon University
    Ashland, OR
  • 07/2021 → 02/2022
    Unemployed
    Medford, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-25
  • S66 Uniform Combined State Law Examination
    2022-06-25
Other Names
  • Sean P Hines
  • Sean P Lafave

View on SEC IAPD

More in Medford, OR

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor