William Burke Allred

CRD 4039140 · Wells Fargo Advisors · Carlsbad, CA

IA RegisteredBroker

Also appears in the source record as: Brett Allred; William B Allred III; William Brett Allred III

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 65Series 63
Registered states (6): California · Florida · Idaho · New York · North Carolina · Utah
Years in the industry (source record): 24
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (17)

From the source registration record · current first

Wells Fargo Clearing Services, LLCCurrent
Carlsbad, CA · BC capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Carlsbad, CA · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
Carlsbad, CA · IA capacity

start not retrieved → present
Lpl Financial LLC
Solana Beach, CA · IA capacity

Sep 3, 2014 → Jun 12, 2025
Lpl Financial LLC
Solana Beach, CA · BC capacity

Sep 2, 2014 → Jun 12, 2025
Unionbanc Investment Services, LLC
Encinitas, CA · IA capacity

Dec 24, 2008 → Sep 9, 2014
Unionbanc Investment Services, LLC
Encinitas, CA · BC capacity

Dec 24, 2008 → Sep 9, 2014
Contango Capital Advisors, Inc.
San Diego, CA · IA capacity

May 9, 2007 → Dec 8, 2008
Zions Direct, Inc.
Salt Lake City, UT · BC capacity

May 9, 2007 → Dec 8, 2008
Centara Capital Management Group, Inc.
San Diego, CA · IA capacity

Apr 10, 2007 → May 3, 2007
Centara Capital Securities, Inc.
San Diego, CA · BC capacity

Apr 10, 2007 → May 3, 2007
Dunham And Associates Investment Counsel, Inc.
San Diego, CA · BC capacity

Oct 20, 2005 → Jul 19, 2006
Dunham And Associates Investment Counsel, Inc.
San Diego, CA · IA capacity

Oct 11, 2005 → Jul 19, 2006
Banc Of America Investment Services, Inc.
Fallbrook, CA · IA capacity

Jul 27, 2001 → Apr 14, 2004
Banc Of America Investment Services, Inc.
Boston, MA · BC capacity

Jul 17, 2001 → Apr 14, 2004
Scudder Weisel Capital, LLC
San Francisco, CA · BC capacity

Nov 17, 2000 → Apr 25, 2001
Painewebber Incorporated
Weehawken, NJ · BC capacity

Oct 15, 1999 → Nov 14, 2000

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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