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Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

4 registered advisors work at Wells Fargo Clearing Services, LLC in Oakland, out of 13,134 at the firm nationwide; it ranks number 13 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Wells Fargo Clearing Services, LLC advisors in Oakland, 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 Oakland

All Oakland advisors →

Morgan Stanley 54Infinity Financial Services Advisory 23Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Charles Schwab & Co., Inc. 21Liberty Wealth Management, LLC 16J.P. Morgan Securities LLC 9State Farm Investment Management Corp. 5Strategic Advisers LLC 5Valic Financial Advisors, Inc. 5Wealth Enhancement Advisory Services, LLC 5LPL Financial LLC 4Osaic Wealth, Inc. 4

Questions

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

4 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Oakland, California, according to the SEC's Investment Adviser Public Disclosure records, out of 13,134 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

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

Wells Fargo Clearing Services, LLC ranks number 13 in Oakland by registered advisors; Morgan Stanley has the most, with 54.

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

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.