Tyler
Lewis

Wells Fargo Clearing Services, LLC

CRD#6421892
Investment Advisor
in Tyler, TX

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About this Advisor

Tyler Lewis is an advisor in Tyler, Texas. Currently a registered financial advisor with Wells Fargo Clearing Services, LLC, they have accrued 10 years of professional experience as a registered advisor. Lewis has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Lewis is able to work with customers in Texas. The advisor has gained experience at Bbva Securities Inc, Compass Bank, Jim Ross State Farm, Reynolds And Reynolds, Texas Am University, Shadow Ridge Country Club, Bbva Compass Insurance Agency, Inc, Bbva Wealth Solutions, Inc, Texas Flying Club, Inc, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is located in Tyler, Texas, and has 6,239 brick-and-mortar locations in the United States. Overall, Wells Fargo Clearing Services, LLC oversees $511 billion in assets throughout 1,430,874 client accounts and retains more than 25,711 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. The firm manages 1,080,075 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 41% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Wells Fargo Clearing Services, LLC provides 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

6101 S Broadway Ave Ste 110
Tyler, TX 75703

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

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

25,711

TX Average: 458
Total Number of Accounts

1,430,874

TX Average: 33,415
Average Account Size

$357,078

TX 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

Tyler Lewis Work History

Tyler has 10 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2016 - 2016 (< 1 year)

Bbva Wealth Solutions, Inc

2016 - 2016 (< 1 year)

Wells Fargo Advisors LLC

2014 - 2016 (2 years)

Bbva Securities Inc

2014 - 2016 (2 years)

Compass Bank

2014 - 2016 (2 years)

Bbva Compass Insurance Agency, Inc

2012 - 2014 (2 years)

Jim Ross State Farm

2012 - 2014 (2 years)

Texas Flying Club, Inc

2011 - 2012 (1 year)

Reynolds And Reynolds

2010 - 2011 (1 year)

Texas Am University

2010 - 2010 (< 1 year)

Shadow Ridge Country Club

Disclosures

Tyler Lewis 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
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

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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