Michele T Faulkner

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Kilmarnock, VA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Kilmarnock, VA

Other Businesses

THE CREEK HOME OWNERS ASSOCIATION; NOT INV RELATED; WHITE STONE, VA; VICE PRESIDENT; START DATE 7/1/2024; 1 HOUR PER MONTH; 0 DUIRNG TRADING; ATTENDING MEETINGS, DISCUSSING ROAD MAINTENANCE, TREASURERS REPORT, AND ANNUAL DUES, VOTING ON ANNUAL DUES AND MAINTENANCE ISSUES, AND FACILITATING MEETINGS IF THE PRESIDENT IS UNABLE. | POWER OF ATTORNEY FOR MOTHER; INVESTMENT RELATED; THE VILLAGES, FL; POA; 02/03/2025; 1 HOUR PER MONTH; 1 HOUR DURING TRADING HOURS; POWER OF ATTORNEY

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-24
• S63 Uniform Securities Agent State Law Examination
  1999-03-15

Other Names

• Michele Turrie Faulkner