Diana Cazares, financial advisor El Paso TX

Diana Cazares

CRD Number: 6516607
Current Firm: Wells Fargo Clearing Services, LLC

Diana Cazares (CRD# 6516607) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in El Paso, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC El Paso, TX Oct 2018 - Current 2
Wells Fargo Bank, Na El Paso, TX Oct 2009 - Current 11
Wells Fargo Clearing Services, LLC El Paso, TX Nov 2016 - Mar 2018 1
Wells Fargo Advisors LLC El Paso, TX Oct 2016 - Nov 2016 < 1
Utep El Paso, TX May 2005 - May 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2019
S65 NASAA Investment Advisors Law Examination Mar 2019
Contact Info for Diana C. Cazares
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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