Financial ADVSR advisor directory · SEC adviser records
Wells Fargo Clearing Services, LLC financial advisors in Mountain View, CA
Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in Mountain View, A to Z.
The short answer
3 registered advisors work at Wells Fargo Clearing Services, LLC in Mountain View, out of 14,671 at the firm nationwide; it ranks number 9 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Wells Fargo Clearing Services, LLC advisors in Mountain View, A to Z
Every Wells Fargo Clearing Services, LLC advisor →- Bhawna KochharAlso a broker rep
- Gregory H. MeyerottAlso a broker rep
- Mohammad Umar ShamsAlso a broker rep
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 787Charlotte, NC 441New York, NY 361Salt Lake City, UT 237Minneapolis, MN 213San Diego, CA 182Houston, TX 176Irvine, CA 155Scottsdale, AZ 150Walnut Creek, CA 145Raleigh, NC 138Los Angeles, CA 133McLean, VA 129Seattle, WA 124San Francisco, CA 123
Other firms in Mountain View
All Mountain View advisors →Wealth Architects, LLC 15Strategic Advisers LLC 14J.P. Morgan Securities LLC 11Morgan Stanley 11Aspiriant, LLC 8State Farm Investment Management Corp. 5Merrill Lynch, Pierce, Fenner & Smith Incorporated 4Edward Jones 3
Questions
How many financial advisors does Wells Fargo Clearing Services, LLC have in Mountain View?
3 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Mountain View, California, according to the SEC's Investment Adviser Public Disclosure records, out of 14,671 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Wells Fargo Clearing Services, LLC one of the largest advisor employers in Mountain View?
Wells Fargo Clearing Services, LLC ranks number 9 in Mountain View by registered advisors; Wealth Architects, LLC has the most, with 15.
How do I check a Wells Fargo Clearing Services, LLC advisor in Mountain View?
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.