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Lauren Mary Shepherd

Wells Fargo Clearing Services, LLC

Laguna Beach, CA

CRD 7745945

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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:

Current Employers
Wells Fargo Clearing Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-25
CA RA APPROVED 2026-03-30
  • TX RA
    APPROVED
    Since 2026-06-25
  • CA RA
    APPROVED
    Since 2026-03-30

Branch Locations

265 Ocean Ave, Laguna Beach, CA 92651 • 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
Wells Fargo Clearing Services, Llc Laguna Beach CA 07/2025 Present
University Of Southern California Los Angeles CA 06/2021 06/2025
Mater Dei High School Santa Ana CA 06/2017 06/2021
Our Lady Queen Of Angels Newport Beach CA 08/2015 05/2017
  • 07/2025 → Present
    Wells Fargo Clearing Services, Llc
    Laguna Beach, CA
  • 06/2021 → 06/2025
    University Of Southern California
    Los Angeles, CA
  • 06/2017 → 06/2021
    Mater Dei High School
    Santa Ana, CA
  • 08/2015 → 05/2017
    Our Lady Queen Of Angels
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-28
  • S66 Uniform Combined State Law Examination
    2026-03-28
Other Names
  • Lauren Shepherd

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRANE INVESTMENTS INC
CAMELOT CAPITAL PARTNERS LLC

Nearby Investors

MATTHEW JOSIAH BELDEN
KRISTOPHER M KARDOS
KELSEY MARRISSA BELSITO

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · LAGUNA BEACH, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAGUNA BEACH, CA
CRANE INVESTMENTS INC · LAGUNA BEACH, CA

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