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).

By the Numbers
  • Total Assets Under Management
    433,196
    MILLION
  • Total Number of Accounts
    1,434,106
    ACCOUNTS
  • Average Account Value
    $302,067
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Wells Fargo Clearing Services, LLC
Showing 1 - 10 of 19,837 top financial advisors.
1
Brian R. Nelson
CRD#: 2543552
Portland, OR 97201

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.

2
Gail M. Aalund
CRD#: 4428989
Durango, CO 81301

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.

3
Joseph P. Abad
CRD#: 4412305
Menlo Park, CA 94025

Joseph Abad (CRD# 4412305) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Menlo Park, CA and has over 17 years of experience in the finance industry.

4
John Abadiotakis
CRD#: 2981501
Summit, NJ 07901

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.

5
Patrick J. Abatiell
CRD#: 4938302
Lebanon, NH 03766

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.

6
Sennai H. Abbay
CRD#: 6058165
San Francisco, CA 94104

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.

7
Graciela Abbott
CRD#: 5046485
Dallas, TX 75202

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.

8
Joe M. Abbott
CRD#: 4452950
San Antonio, TX 78212

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.

9
Marcia B. Abbott
CRD#: 2059134
San Diego, CA 92130

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.

10
Michael P. Abbott
CRD#: 1010118
Peoria, AZ 85382

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.

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