Wells Fargo Clearing Services, LLC
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Wells Fargo Clearing Services, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Tyler Lewis Work History
Tyler has 10 years of experience.
Wells Fargo Clearing Services, LLC
Bbva Wealth Solutions, Inc
Wells Fargo Advisors LLC
Bbva Securities Inc
Bbva Compass Insurance Agency, Inc
Jim Ross State Farm
Texas Flying Club, Inc
Reynolds And Reynolds
Texas Am University
Shadow Ridge Country Club
Tyler Lewis has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Wells Fargo Clearing Services, LLC
New York, NY
Saint Louis, MO
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.