Daniel Fox Walker

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

• 07/2015 → 01/2021
  Silicon Valley Bank Private Bank
  Menlo Park, CA
• 01/2021 → 01/2023
  Ness Industries
  Boulder, CO
• 03/2023 → 01/2025
  Fidelity Investments
  Bellevue, WA
• 01/2025 → 02/2026
  Parcion Private Wealth Llc
  Bellevue, WA
• 07/2026 → Present
  Wells Fargo Bank
  Seattle , WA
• 07/2026 → Present
  Wells Fargo Clearing Services
  Seattle, WA
• 02/2026 → 07/2026
  Unemployed
  Bainbridge Island, WA

Previous Registrations

• 2025-02-26 → 2026-03-12
  Parcion Private Wealth Llc
  Bellevue, WA
• 2023-04-24 → 2025-01-09
  Fidelity Personal And Workplace Advisors
  Bellevue, WA
• 2023-01-03 → 2023-03-31
  Capital Consulting & Asset Management
  Lincoln, NE
• 2015-07-30 → 2021-01-04
  Svb Investment Services Inc.
  Seattle, WA
  San Francisco, CA
  Seattle, WA
• 2010-12-16 → 2015-07-27
  Strategic Advisers Llc
  Palo Alto, CA
• 2002-05-28 → 2010-05-18
  Ameriprise Financial Services, Llc
  Irvine, CA
  Irvine, CA
  Omaha, NE
  Brea, CA
  Omaha, NE

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-10-12
• S66 Uniform Combined State Law Examination
  2002-05-17

Other Names

• Daniel Fox Walker
• Daniel Walker
• Daniel F Walker