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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)22 years in industry

EVELYN LARA

Advisor at WELLS FARGO ADVISORS

CHULA VISTA, CA | BONITA, CA | SAN DIEGO, CA

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Search this name across graphsid dfx:ria:8a084e28-86ef-ed60-df18-9a97f23af96a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 13, 2008 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 24, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Oct 24, 2003
First registration: Jun 13, 2008
Dual registered: yes, broker-dealer
Other names: EVELYN THOMPSON
IAPD individual key: 4697881

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	Sep 3, 2013	n/a	yes	SAN DIEGO, CA\|BONITA, CA\|CHULA VISTA, CA\|CHULA VISTA, CA	Current employment
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Apr 1, 2010	Sep 4, 2013	no	CHULA VISTA, CA\|CHULA VISTA, CA\|CHULA VISTA, CA\|CHULA VISTA, CA\|CHULA VISTA, CA\|SAN YSIDRO, CA\|SAN DIEGO, CA\|SAN YSIDRO, CA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	May 2, 2009	Apr 5, 2010	no	IMPERIAL BEACH, CA\|CHULA VISTA, CA\|SPRING VALLEY, CA	Previous registration
WAMU INVESTMENTS, INC.	n/a	Jun 13, 2008	May 2, 2009	no	SPRING VALLEY, CA\|CHULA VISTA, CA\|NATIONAL CITY, CA\|SAN YSIDRO, CA\|CALEXICO, CA\|EL CENTRO, CA\|SPRING VALLEY, CA\|CHULA VISTA, CA\|CHULA VISTA, CA\|IMPERIAL BEACH, CA\|CHULA VISTA, CA\|IMPERIAL BEACH, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
U.S. BANCORP INVESTMENTS, INC.	WELLS FARGO ADVISORS	Sep 4, 2013	Sep 3, 2013	-1	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	U.S. BANCORP INVESTMENTS, INC.	Apr 5, 2010	Apr 1, 2010	-4	Firm change	Other
WAMU INVESTMENTS, INC.	CHASE INVESTMENT SERVICES CORP.	May 2, 2009	May 2, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Sep 3, 2013 to presentfactForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Apr 1, 2010 to Sep 4, 2013factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
May 2, 2009 to Apr 5, 2010factForm ADV
→ WAMU INVESTMENTS, INC.Registered adviserregistration: previous registration
Jun 13, 2008 to May 2, 2009factForm ADV

Dated events

No dated event names this entity yet.