Doris Neyra, financial advisor Miami FL

Doris Neyra

CRD Number: 4276356
Current Firm: Wells Fargo Clearing Services, LLC

Doris Neyra (CRD# 4276356) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Miami, FL and has over 19 years of experience in the finance industry. Doris Neyra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Miami, FL Nov 2016 - Current 4
Wachovia Bank, N.a. Miami, FL Feb 2006 - Current 14
Wells Fargo Advisors LLC Miami, FL May 2009 - Nov 2016 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for Doris Neyra
Phone Number: 314-875-3000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    510,934
    MILLIONS
  • Total Number of Accounts
    1,430,874
    ACCOUNTS
  • Average Account Value
    $357,078
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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