Willard Pease, financial advisor Grand Junction CO

Willard Pease

CRD Number: 6631280
Current Firm: Wells Fargo Clearing Services, LLC

Willard Pease (CRD# 6631280) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Grand Junction, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Grand Junction, CO Apr 2018 - Current 3
Halliburton Energy Services Brighton, CO Mar 2017 - Apr 2018 1
Wells Fargo Clearing Services, LLC Grand Junction, CO Nov 2016 - Mar 2017 < 1
Wells Fargo Bank, Na Grand Junction, CO Mar 2015 - Mar 2017 2
Wells Fargo Advisors LLC Grand Junction, CO Mar 2016 - Nov 2016 < 1
Halliburton Energy Services Vernal, UT May 2014 - Mar 2015 < 1
Altitude Wellness Center Denver, CO Mar 2014 - May 2014 < 1
Car Toys Denver Colo, CO Dec 2013 - Mar 2014 < 1
Best Buy Inc. Grand Junction, CO Oct 2013 - Dec 2013 < 1
Alpine Cable And Construction Grand Junction, CO Jun 2013 - Nov 2013 < 1
Phil Long Hyundai Colorado Springs Colorado, CO Mar 2013 - Jun 2013 < 1
Us Tech Grand Junction, CO Jan 2010 - Mar 2013 3
Education Grand Junction, CO Apr 2008 - May 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2016
S66 NASAA Uniform Combined State Law Examination Aug 2018
Contact Info for Willard H. Pease
Phone Number: 314-875-3000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
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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