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Financial ADVSR advisor directory · SEC adviser records

Wells Fargo Clearing Services, LLC financial advisors in Palm Desert, CA

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

The short answer

18 registered advisors work at Wells Fargo Clearing Services, LLC in Palm Desert, out of 13,135 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 18 are also registered broker representatives.

Wells Fargo Clearing Services, LLC advisors in Palm Desert, A to Z

Every Wells Fargo Clearing Services, LLC advisor →

Wells Fargo Clearing Services, LLC advisors in other cities

St. Louis, MO 676Charlotte, NC 395New York, NY 329Salt Lake City, UT 210Minneapolis, MN 194San Diego, CA 167Houston, TX 161Scottsdale, AZ 138Irvine, CA 136Walnut Creek, CA 128McLean, VA 124Raleigh, NC 123Los Angeles, CA 119Fort Worth, TX 117Richmond, VA 113

Other firms in Palm Desert

All Palm Desert advisors →

Morgan Stanley 23Keystone Private Wealth 12Raymond James & Associates, Inc. 12Cypress Wealth Services, LLC 9The Wealth Consulting Group 8Hoainvest LLC 6J.P. Morgan Securities LLC 5Merrill Lynch, Pierce, Fenner & Smith Incorporated 5RBC Capital Markets, LLC 5D.A. Davidson & Co. 4Fortem Financial Group, LLC 4LPL Financial LLC 4

Questions

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

18 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Palm Desert, California, according to the SEC's Investment Adviser Public Disclosure records, out of 13,135 nationwide. 0 list the CFP designation and 18 are also registered as broker representatives.

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

Wells Fargo Clearing Services, LLC ranks number 2 in Palm Desert by registered advisors; Morgan Stanley has the most, with 23.

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

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.