Arizona
Lamas

Wells Fargo Clearing Services, LLC

CRD#5149224
Investment Advisor
in Green Valley, AZ

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About this Advisor

Arizona Lamas is a financial advisor based in Green Valley, Arizona. Currently a registered financial advisor with Wells Fargo Clearing Services, LLC, they have gathered 17 years of work experience as a financial advisor. Lamas maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Lamas is able to work with customers in Arizona and Texas. Over the course of their career, Lamas has held roles at Wells Fargo Investments, LLC, Wells Fargo Bank, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Green Valley, Arizona, and has 6,239 additional locations across the United States. As a registered advisory firm, Wells Fargo Clearing Services, LLC oversees $511 billion in assets covering 1,430,874 accounts and employs more than 25,711 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the United States. The firm manages 1,080,075 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 41% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Wells Fargo Clearing Services, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

360 W Continental Rd
Green Valley, AZ 85622

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

AZ Average: $11,469,110,461
Total Number of Employees

25,711

AZ Average: 458
Total Number of Accounts

1,430,874

AZ Average: 33,415
Average Account Size

$357,078

AZ Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Arizona Lamas Work History

Arizona has 17 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2003 - Present (18 years)

Wells Fargo Bank

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2008 - 2011 (3 years)

Wells Fargo Investments, LLC

Disclosures

Arizona Lamas has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Connor Flannery
New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
James Edelen
Saint Louis, MO
Une Enyenihi
Minneapolis, MN

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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