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Financial ADVSR advisor directory · SEC adviser records

Wells Fargo Clearing Services, LLC financial advisors in Costa Mesa, CA

Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in Costa Mesa, A to Z.

The short answer

2 registered advisors work at Wells Fargo Clearing Services, LLC in Costa Mesa, out of 13,134 at the firm nationwide; it ranks number 15 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

Wells Fargo Clearing Services, LLC advisors in Costa Mesa, A to Z

Every Wells Fargo Clearing Services, LLC advisor →

Wells Fargo Clearing Services, LLC advisors in every city and state →Wells Fargo Clearing Services, LLC: assets, clients and custodians →Wells Fargo news and advisor moves →Wells Fargo Clearing Services, LLC payout grid vs. other firms →Advisor Moves: who changed firms this week →

Wells Fargo Clearing Services, LLC advisors in other cities

St. Louis, MO 712Charlotte, NC 342New York, NY 324Salt Lake City, UT 201Minneapolis, MN 196San Diego, CA 170Houston, TX 167Scottsdale, AZ 147Irvine, CA 135Walnut Creek, CA 135Los Angeles, CA 127McLean, VA 119Seattle, WA 116Richmond, VA 114Fort Worth, TX 112

Other firms in Costa Mesa

All Costa Mesa advisors →

Osaic Wealth, Inc. 18Captrust 16LPL Financial LLC 11Check Capital Management Inc. 8Citigroup Global Markets Inc. 8Strategic Advisers LLC 7Edward Jones 6Independent Financial Group, LLC 6Cetera Investment Advisers LLC 5Fifth Third Securities, Inc. 5Leisure Capital Management, Inc. 5Sovran Advisors, LLC 5

Questions

How many financial advisors does Wells Fargo Clearing Services, LLC have in Costa Mesa?

2 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Costa Mesa, California, according to the SEC's Investment Adviser Public Disclosure records, out of 13,134 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Is Wells Fargo Clearing Services, LLC one of the largest advisor employers in Costa Mesa?

Wells Fargo Clearing Services, LLC ranks number 15 in Costa Mesa by registered advisors; Osaic Wealth, Inc. has the most, with 18.

How do I check a Wells Fargo Clearing Services, LLC advisor in Costa Mesa?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Wells Fargo Clearing Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.