Margarita Villacampa

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

• 10/2009 → 11/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 12/2019 → Present
  Wells Fargo Bank
  Miami, FL
• 12/2019 → Present
  Wells Fargo Clearing Services
  Miami, FL

Previous Registrations

• 2009-10-23 → 2019-12-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
  Miami, FL
• 2008-06-10 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Miami, FL

Other Businesses

RENTAL PROPERTY, INV RELATED, MIAMI, FL, 100% OWNERSHIP WITH SPOUSE, START 2/1/2001, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING. RENTAL PROPERTY, INV RELATED, SANIBEL ISLAND, FL, 100% OWNERSHIP WITH SPOUSE, START 10/30/2017, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING. TARPON BEACH HOA, NOT INVT RELATED, SANIBEL ISLAND, FL, BOARD MEMBER, START DATE 5/11/2022, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING ZOOM MEETINGS, ASSISTING WITH DAY TO DAY MANAGEMENT OF PROPERTY AND DECISIONS FOR THE BUILDINGS.

Exams

• S66 Uniform Combined State Law Examination
  2008-06-05
• S63 Uniform Securities Agent State Law Examination
  1995-03-08

Designations

• Certified Financial Planner

Other Names

• Margarita Cabeza Sanchez
• Margarita Cabeza Villacampa
• Maggie Sanchez
• Maggie Villacampa