Financial ADVSR advisor directory · SEC adviser records
Wells Fargo Clearing Services, LLC financial advisors in Newport Beach, CA
Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in Newport Beach, A to Z.
The short answer
58 registered advisors work at Wells Fargo Clearing Services, LLC in Newport Beach, out of 13,134 at the firm nationwide; it ranks number 8 in the city by advisors. 6 list the CFP designation and 58 are also registered broker representatives.
Wells Fargo Clearing Services, LLC advisors in Newport Beach, A to Z
Every Wells Fargo Clearing Services, LLC advisor →- Susan E. ArnoldAlso a broker rep
- Nicholas BarnettAlso a broker rep
- Anne M. BuiAlso a broker rep
- Reynaldo CamachoAlso a broker rep
- Kurt C. CampmanAlso a broker rep
- Gina J. CeredaAlso a broker rep
- Stevan CervantesCertified Financial Planner · Also a broker rep
- Jerrold G. ClarkeAlso a broker rep
- Tahlia CopeAlso a broker rep
- Craig R. CrawleyAlso a broker rep
- Tiffany L. DawsonAlso a broker rep
- Jack A. DeavilaAlso a broker rep
- Scott D. DelityAlso a broker rep
- Allison DerosasAlso a broker rep
- John E. Draper Jr.Also a broker rep
- Chris FergusonAlso a broker rep
- Jordan D. FrankAlso a broker rep
- Judd B. FrankAlso a broker rep
- Genovieva S. GogAlso a broker rep
- Melissa GrumetAlso a broker rep
- Mark F. HalesAlso a broker rep
- Thai T. HoangAlso a broker rep
- Carl I. KawabeAlso a broker rep
- Thomas P. KirwanAlso a broker rep
- David L. KistnerAlso a broker rep
- Robert J. KleinAlso a broker rep
- Sheree L. LavelleAlso a broker rep
- Noe LeonAlso a broker rep
- Nancy LoskillAlso a broker rep
- Timothy C. LoskillAlso a broker rep
- Andrew Y. LowAlso a broker rep
- Daniel J. LuddyAlso a broker rep
- William J. MagetteAlso a broker rep
- Perry I. MelnickAlso a broker rep
- David M. MooreAlso a broker rep
- Daniela L. MurphyAlso a broker rep
- Gunjan NandaAlso a broker rep
- Chien NguyenAlso a broker rep
- Danny NguyenAlso a broker rep
- Alexandra NicholsCertified Financial Planner · Also a broker rep
- Nicki M. NieAlso a broker rep
- Luis M. Orama Jr.Certified Financial Planner · Also a broker rep
- Aramis PerezAlso a broker rep
- Tracy J. RiddleAlso a broker rep
- Robert H. RosenbergAlso a broker rep
- Anthony W. RossCertified Financial Planner · Also a broker rep
- Rhodora A. SantosAlso a broker rep
- Farnaz SharifianAlso a broker rep
- Shaun SkerisChartered Financial Analyst · Also a broker rep
- Lawrence SmithAlso a broker rep
- Daniel M. SteinbergChartered Financial Analyst · Also a broker rep
- Yachen W. SunCertified Financial Planner · Also a broker rep
- Patrick SundinAlso a broker rep
- Timothy P. TarabaAlso a broker rep
- John J. WelkerAlso a broker rep
- Stephen E. WiedemannAlso a broker rep
- Christopher T. WinterAlso a broker rep
- Gerald W. Zelko Sr.Certified Financial Planner · Also 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 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 Newport Beach
All Newport Beach advisors →Beacon Pointe Advisors, LLC 202Merrill Lynch, Pierce, Fenner & Smith Incorporated 190Goldman Sachs Wealth Services, L.P. 142Morgan Stanley 82UBS Financial Services Inc. 78LPL Financial LLC 64J.P. Morgan Securities LLC 60Creative Planning Institutional Advisors, LLC 48Charles Schwab & Co., Inc. 40Cetera Investment Advisers LLC 39Stifel, Nicolaus & Company, Incorporated 38MML Investors Services, LLC 33
Questions
How many financial advisors does Wells Fargo Clearing Services, LLC have in Newport Beach?
58 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Newport Beach, California, according to the SEC's Investment Adviser Public Disclosure records, out of 13,134 nationwide. 6 list the CFP designation and 58 are also registered as broker representatives.
Is Wells Fargo Clearing Services, LLC one of the largest advisor employers in Newport Beach?
Wells Fargo Clearing Services, LLC ranks number 8 in Newport Beach by registered advisors; Beacon Pointe Advisors, LLC has the most, with 202.
How do I check a Wells Fargo Clearing Services, LLC advisor in Newport Beach?
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.