Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLC (CRD# 19616) is a financial advisory firm headquartered in Saint Louis, MO. They manage $433,195,677,454 in 1,434,106 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management433,196MILLION
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Total Number of Accounts1,434,106ACCOUNTS
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Average Account Value$302,067
- 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
Brian Nelson (CRD# 2543552) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Portland, OR and has over 20 years of experience in the finance industry.
Gail Aalund (CRD# 4428989) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Durango, CO and has over 17 years of experience in the finance industry. Gail Aalund has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Joseph Abad (CRD# 4412305) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Menlo Park, CA and has over 18 years of experience in the finance industry.
John Abadiotakis (CRD# 2981501) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Summit, NJ and has over 21 years of experience in the finance industry.
Patrick Abatiell (CRD# 4938302) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Lebanon, NH and has over 14 years of experience in the finance industry.
Sennai Abbay (CRD# 6058165) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in San Francisco, CA and has over 7 years of experience in the finance industry.
Graciela Abbott (CRD# 5046485) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Dallas, TX and has over 13 years of experience in the finance industry.
Joe Abbott (CRD# 4452950) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in San Antonio, TX and has over 5 years of experience in the finance industry.
Marcia Abbott (CRD# 2059134) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in San Diego, CA and has over 29 years of experience in the finance industry.
Michael Abbott (CRD# 1010118) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Peoria, AZ and has over 37 years of experience in the finance industry.