Brady Rawls Rouse

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

• 08/2013 → 05/2018
  Appalachian State University
  Boone, NC
• 02/2019 → 10/2020
  Inside Global
  Richmond, VA
• 06/2013 → 03/2022
  North Carolina National Guard
  Hamlet, NC
• 03/2022 → 09/2022
  Townebank
  Newport News, VA
• 03/2022 → 12/2025
  Raymond James Financial Services, Inc
  Newport News, VA
• 09/2022 → 12/2025
  Raymond James Financial Services Advisors, Inc
  Newport News, VA
• 12/2025 → Present
  Wells Fargo Clearing Services, Llc
  Williamsburg, VA

Previous Registrations

• 2022-09-20 → 2025-12-11
  Raymond James Financial Services Advisors, Inc
  Newport News, VA

Other Businesses

NORTH CAROLINA NATIONAL GUARD ; NOT INV RELATED; HAMLET ,NC; DISASTER RELIEF; SERGEANT, 12 BRAVO COMBAT ENGINEER, TEAM LEADER ; START DATE: 06/26/2013; 48 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams

• S66 Uniform Combined State Law Examination
  2022-09-16