Lauren Davonne Williams

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
  Mooresville, NC
• 06/2019 → Present
  Wells Fargo Bank, Na
  Mooresville, NC
• 02/2019 → 06/2019
  Unemployed
  Charlotte, NC
• 11/2017 → 12/2018
  Insight Global
  Charlotte, NC
• 08/2015 → 11/2017
  Firstservice Residential
  Charlotte, NC
• 10/2014 → 04/2018
  Nine West Holdings
  Charlotte, NC
• 04/2018 → 07/2018
  Chicos Fas
  Charlotte, NC
• 03/2017 → Present
  Lauren Davonne Photography
  Charlotte, NC

Other Businesses

LAUREN DAVONNE PHOTOGRAPHY; NOT INV. RELATED; CHARLOTTE, NC; 100% OWNERSHIP; START DATE 3/2017; 2 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES PHOTOGRAPHER, MARKETING, IMAGING RETOUCHING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-26
• S63 Uniform Securities Agent State Law Examination
  2023-09-01