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Financial ADVSR advisor directory · SEC adviser records

Wells Fargo Clearing Services, LLC financial advisors in Napa, CA

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

The short answer

9 registered advisors work at Wells Fargo Clearing Services, LLC in Napa, out of 13,134 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 9 are also registered broker representatives.

Wells Fargo Clearing Services, LLC advisors in Napa, 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 Napa

All Napa advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 23LPL Financial LLC 22Morgan Stanley 18UBS Financial Services Inc. 10Charles Schwab & Co., Inc. 6Dedora Capital, Inc. 6Edward Jones 6Osaic Wealth, Inc. 5The Mather Group, LLC 55t Wealth, LLC 4Cetera Investment Advisers LLC 4J.P. Morgan Securities LLC 4

Questions

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

9 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Napa, California, according to the SEC's Investment Adviser Public Disclosure records, out of 13,134 nationwide. 1 list the CFP designation and 9 are also registered as broker representatives.

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

Wells Fargo Clearing Services, LLC ranks number 5 in Napa by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 23.

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

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.