Alyssa Lichelle Alexander

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

• 11/2023 → Present
  Wells Fargo Clearing Services, Llc
  Centreville, VA
• 11/2023 → Present
  Wells Fargo Bank, Na
  Centreville, VA
• 11/2015 → 11/2023
  Truist
  Reston, VA

Other Businesses

CRAFTED WITH PURPOSE LLC; INV RELATED;CHANTILLY,VA; CREATING & SELLING CRAFTS;100% OWNERSHIP; START DATE: 04/26/2026; 40 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-09
• S63 Uniform Securities Agent State Law Examination
  2024-03-15