Ricardo J Alonso

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

• 06/1994 → Present
  Amr Properties Lto
  Leno, NV
• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Reno, NV
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Reno, NV

Other Businesses

ALONSO INVESTMENTS (AMR PROPERTIES LIMITED LLC), INVESTMENT RELATED, RENO, NV, START 11/02, ZERO HOURS PER MONTH, ZERO DURING TRADING, INCOME PROPERTIES. RENTAL PROPERTY, INVT RELATED, MCCARRAN, NV, 33.3% OWNERSHIP, START DATE 12/2/2002, LESS THAN 1 HR PER MONTH, 0 HRS DURING TRADING, MEETINGS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-29
• S63 Uniform Securities Agent State Law Examination
  1999-02-26

Other Names

• Rick Alonso