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Luis Barrera
9 Years of Experience
Charlotte, NC
1 DisclosureBroker
Luis Barrera is a registered investment advisor at Wells Fargo Advisors, based in Charlotte, NC, with 9 years of industry experience. Luis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
839 Providence Rd, Charlotte, NC, 28207
Get directionsHistory
Regulatory History (1)
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Financial
October 2025Final
Employment History
Current Registrations
Wells Fargo Advisors
April 2026 - Present · 6 mos
Wells Fargo Clearing Services, LLCBroker
April 2026 - Present · 6 mos
Previous Registrations
Truist Advisory Services, INC.
June 2023 - December 2025 · 2 yrs 6 mos
Truist Investment Services, INC.Broker
May 2023 - December 2025 · 2 yrs 7 mos
Fidelity Personal and Workplace Advisors
November 2021 - May 2023 · 1 yr 6 mos
Fidelity Brokerage Services LLCBroker
October 2021 - May 2023 · 1 yr 7 mos
Wells Fargo Clearing Services, LLC
October 2020 - August 2021 · 10 mos
Wells Fargo Clearing Services, LLCBroker
February 2017 - August 2021 · 4 yrs 6 mos
State Registrations1 state
NC
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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