Elizabeth Adden Parsons

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

• 06/2023 → Present
  Wells Fargo Clearing Services, Llc
  Chester, VA
• 08/2019 → Present
  Wells Fargo Bank, Na
  Chester, VA
• 05/2019 → 08/2019
  Unemployment
  Midlothian, VA
• 05/2018 → 05/2019
  Techint Solutions Group Llc
  Fredericksburg, VA
• 06/2016 → 08/2017
  Martin's Food Stores
  Midlothian, VA
• 08/2015 → 05/2019
  University Of Mary Washington
  Fredericksburg, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-26
• S63 Uniform Securities Agent State Law Examination
  2023-10-03