George Douglas Zachary

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

• 02/2011 → Present
  Wells Fargo Bank Na
  Graham, NC
• 03/2012 → 11/2016
  Wells Fargo Advisors Llc
  Graham, NC
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Graham, NC

Other Businesses

ALMANCE COUNTY BOARD OF ELECTIONS; NOT INV. RELATED; BURLINGTON, NC; FAUCETTE TOWNSHIP CHIEF JUDGE; 8/2025; 1 HOUR PER MONTH; 1 HOUR DURING TRADING; ASSIST IN ADMINISTRATION OF ELECTIONS PROCESS RENTAL PROPERTY, INV RELATED, SNOW CAMP, NC, 100% OWNER, START 1/1/2000, ZERO HOURS PER MONTH, LANDLORD.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-05-31
• S63 Uniform Securities Agent State Law Examination
  2012-05-08