Bill Houghton

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Walnut Creek, CA
• 11/2016 → 02/2023
  Wells Fargo Clearing Services, Llc
  Walnut Creek, CA
• 02/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Plano, TX

Previous Registrations

• 2009-01-12 → 2023-02-10
  Wells Fargo Clearing Services, Llc
  Walnut Creek, CA
  Diablo, CA
  Plano, TX
• 2007-04-02 → 2009-01-12
  Morgan Stanley & Co. Llc
  Walnut Creek, CA
• 2000-09-15 → 2007-04-02
  Morgan Stanley Dw Inc.
  Danville, CA
  Danville, CA

Other Businesses

HOUGHTON INVESTMENTS PARTNERSHIP, INV RELATED, DIABLO, CA, 20.5% OWNERSHIP, START 6/1/2019, INHERITED FAMILY INVESTMENT PARTNERSHIP AGREEMENT. GOLF INSTRUCTOR; INV RELATED; PLANO, TX; 100% OWNERSHIP; START 02/09/2024; 12 HOURS PER MONTH; 0 HOURS DURING TRADING; GOLF INSTRUCTOR.

Exams

• S66 Uniform Combined State Law Examination
  2017-03-01
• S63 Uniform Securities Agent State Law Examination
  1984-09-05

Other Names

• Bill Houghton
• Clarence Winthrop Houghton