Tamara
Somers

Wells Fargo Clearing Services, LLC

CRD#3197105
Investment Advisor
in Sierra Vista, AZ

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About this Advisor

Tamara Somers is a financial advisor operating in Sierra Vista, Arizona, who has 11 years in the industry. Somers is currently employed by Wells Fargo Clearing Services, LLC. During their career, Somers has held roles at Merrill Lynch, Pierce, Fenner And Smith Inc, Bank Of America, N.A, Wells Fargo Home Mortgage, Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Somers maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to advise clients in Arizona and Texas. Wells Fargo Clearing Services, LLC is a registered investment business that has its headquarters in Sierra Vista, Arizona. The firm has offices in 6,239 locations and a total of 25,711 financial advisors. It controls $511 billion in assets among its 1,430,874 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 5,773 charitable organizations. Of its 1,430,874 accounts, 41% belong to high-net-worth individuals who have greater than $1 million in assets. The business performs a number of services, including 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. A financial advisor's fees usually vary depending on which service is provided. However, fee types charged by Wells Fargo Clearing Services, LLC likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 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

Yes

Office Location

50 E Fry Blvd
Sierra Vista, AZ 85635

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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

Tamara Somers Work History

Tamara has 11 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2011 - 2014 (3 years)

Merrill Lynch, Pierce, Fenner And Smith Inc

2010 - 2011 (1 year)

Bank Of America, N.A

2009 - 2010 (1 year)

Wells Fargo Home Mortgage

Disclosures

Tamara Somers has 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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