Gracey Ayala (CRD# 7429005) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Walnut Creek, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 4105009
Lowery Thomas, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Clearing Services, LLC | Dublin, CA | Aug 2021 - Current | < 1 |
| Wells Fargo Bank, Na | Dublin, CA | Mar 2018 - Current | 4 |
| Las Positas Community College | Livermore, CA | Jun 2021 - Jul 2021 | < 1 |
| Las Positas Community College | Livermore, CA | Jan 2018 - Apr 2018 | < 1 |
| Alaska Airlines | San Jose, CA | Oct 2017 - Mar 2018 | < 1 |
| Buffalo Wild Wings | Dublin, CA | Aug 2014 - Oct 2017 | 3 |
| Las Positas Community College | Livermore, CA | Aug 2014 - Dec 2014 | < 1 |
| Dicks Sporting Goods | Dublin, CA | Jul 2014 - Aug 2014 | < 1 |
| Unemployed | Pleasanton, CA | Mar 2014 - Jul 2014 | < 1 |
| Sprint By E-systems | Tucson, AZ | Nov 2013 - Mar 2014 | < 1 |
| Unemployed | Tucson, AZ | Jul 2013 - Nov 2013 | < 1 |
| Tailwind Marketing | Tucson, AZ | Aug 2012 - Jul 2013 | < 1 |
| Unemployed | Tucson, AZ | Sep 2011 - Aug 2012 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- CA
-
Total Assets Under Management647,796MILLIONS
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Total Number of Accounts1,477,661ACCOUNTS
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Average Account Value$438,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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