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Eric Alexander Azevedo

Wells Fargo Advisors Financial Network, LLC

Lehi, UT

CRD 6798424

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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:

Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-02
UT RA APPROVED 2024-07-02
  • TX RA
    APPROVED
    Since 2024-07-02
  • UT RA
    APPROVED
    Since 2024-07-02

Branch Locations

3300 Triumph Blvd Suite 340, Lehi, UT 84043 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United States Marine Corps Quantico VA 07/1997 07/2017
Edward Jones St Louis MO 06/2017 02/2018
Wells Fargo Clearing Services, Llc Salt Lake City UT 02/2018 06/2024
Wells Fargo Advisors Financial Network, Llc Lehi UT 06/2024 Present
Previous Registrations
  • 2018-02-27 → 2024-07-02
    Wells Fargo Clearing Services, Llc
    Salt Lake City, UT
    Salt Lake City, UT
    Holladay, UT
    Boise, ID
    Milwaukee, WI
    Salt Lake City, UT
    Eagle Mountain, UT
  • 2017-08-31 → 2018-02-09
    Edward Jones
    Eagle Mountain, UT
    St Louis, MO
    Eagle Mountain, UT
    Alpine, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-29
  • S66 Uniform Combined State Law Examination
    2017-07-29
Other Names
  • Eric Alexander Azevedo
  • Eric Azevedo

View on SEC IAPD

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