Angelo Julian Lunavara

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

• 11/2022 → Present
  Wells Fargo Clearing Services, Llc
  Vancouver, WA
• 01/2021 → Present
  Wells Fargo Bank, Na
  Vancouver, WA
• 12/2019 → 04/2020
  Charter-Spectrum Communications
  Vancouver, WA
• 11/2019 → 12/2019
  Panera Bread
  Vancouver, WA
• 09/2018 → 11/2019
  Target
  Vancouver, WA
• 08/2017 → 08/2018
  G6 Airpark
  Vancouver, WA
• 04/2020 → 01/2021
  Unemployed
  Vancouver, WA
• 04/2000 → 08/2017
  Unemployed
  Vancouver, WA
• 06/2019 → Present
  Maria Vara Photography
  Vancouver, WA

Other Businesses

MARIA VARA PHOTOGRAPHY; NOT INV. RELATED; VANCOUVER,WA; 100% OWNERSHIP BY SPOUSE; EXECUTIVE OFFICER & CHECK SIGNER ONLY; NUMBER OF HOURS PER MONTH 10; NUMBER OF HOURS DURING TRADING 0; INDEPENDENT PHOTOGRAPHY BUSINESS. | UBER EATS; NOT INV RELATED; SAN FRANCISCO, CA; RIDESHARE, FOOD DELIVERY; DELIVERY DRIVER; START DATE: 09/04/2025; 80 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-16
• S63 Uniform Securities Agent State Law Examination
  2023-02-21

Other Names

• Angelo Julian Luna