Billy Allen Slater

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

• 06/2002 → Present
  Wachovia Bank, N.A.
  Tampa, FL
• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  New Port Richey, FL
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  New Port Richey, FL

Other Businesses

RENTAL PROPERTY, INVT RELATED, FT. PIERCE, FL, 50% OWNERSHIP, START DATE 2/1/2021, 2 HRS PER MONTH, 0 HRS DURING TRADING, OWNER AND RENT COLLECTOR.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-02-18