Teresa M Carper-Espino

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

• 07/2016 → 11/2016
  Wells Fargo Advisors Llc
  San Antonio, TX
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  San Antonio, TX

Previous Registrations

• 2009-12-02 → 2016-07-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX

Other Businesses

RENTAL PROPERTY, INV RELATED, SAN ANTONIO, TX, 100% OWNERSHIP WITH SPOUSE, START: 7/25/2016, 1 HOUR PER MONTH/0 DURING TRADING, DUTIES: LANDLORD. EXECUTOR FOR MOTHER; INV RELATED; SAN ANTONIO, TX; START: 7/17/17; 20 HRS/MO; 0 DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-11-20
• S63 Uniform Securities Agent State Law Examination
  2002-10-14

Other Names

• Teresa Carper
• Teresa Carperespino
• Teresa M Purcell
• Teresa May Carperespino
• Teresa M Carper-Espino