Leonel Tejada, financial advisor Houston TX

Leonel Tejada

CRD Number: 6303930
Current Firm: Wells Fargo Clearing Services, LLC

Leonel Tejada (CRD# 6303930) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Houston, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Rosenberg, TX Nov 2016 - Current 5
Wells Fargo Bank, Na Rosenberg, TX Aug 2014 - Current 7
Wells Fargo Advisors LLC Rosenberg, TX Mar 2016 - Nov 2016 < 1
Longhorn/crd Construction Rosenberg, TX Apr 2014 - Jul 2014 < 1
Best Buy Rosenberg, TX Jul 2009 - Apr 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2016
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Leonel A. Tejada
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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