Financial ADVSR advisor directory · SEC adviser records
Wells Fargo Clearing Services, LLC financial advisors in Palo Alto, CA
Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in Palo Alto, A to Z.
The short answer
65 registered advisors work at Wells Fargo Clearing Services, LLC in Palo Alto, out of 13,134 at the firm nationwide; it ranks number 3 in the city by advisors. 4 list the CFP designation and 65 are also registered broker representatives.
Wells Fargo Clearing Services, LLC advisors in Palo Alto, A to Z
Every Wells Fargo Clearing Services, LLC advisor →- Dina J. ArtztAlso a broker rep
- Robert J. BarryAlso a broker rep
- Daniel L. BaskinAlso a broker rep
- Paul T. BosciaAlso a broker rep
- Addie ChanAlso a broker rep
- Gary S. ChiangAlso a broker rep
- Justin ChiangAlso a broker rep
- Irene ChoAlso a broker rep
- David A. CuellarCertified Financial Planner · Also a broker rep
- Julian D. DemallevilleAlso a broker rep
- Rohit DhawanAlso a broker rep
- Steven FengAlso a broker rep
- Roderick FoxAlso a broker rep
- Hector GarzaCertified Financial Planner · Also a broker rep
- Gaylord I. GomezAlso a broker rep
- Robert C. GonzalezAlso a broker rep
- Roger H. GuanAlso a broker rep
- Robert HaAlso a broker rep
- Shareen E. JafriAlso a broker rep
- Mark A. JamesCertified Financial Planner · Also a broker rep
- Elizabeth A. JessupAlso a broker rep
- Jerry KhamnivongAlso a broker rep
- Casey C. KorsakAlso a broker rep
- Gregory KosalAlso a broker rep
- Carine KrikorianAlso a broker rep
- Tyson Y. LaiAlso a broker rep
- Karmyn LarsenAlso a broker rep
- Yuying LeiAlso a broker rep
- Jingyao LiAlso a broker rep
- Husnia LutfiAlso a broker rep
- Dillon P. MageeAlso a broker rep
- Stephen G. MaluchnikAlso a broker rep
- Jesse O. MaresAlso a broker rep
- Miriam F. MartinAlso a broker rep
- Gregory H. MeyerottAlso a broker rep
- Sarah S. MijtsAlso a broker rep
- Stella MiretskyAlso a broker rep
- Ashkahn MoayediAlso a broker rep
- Joseph F. NelsonAlso a broker rep
- Michael J. NguyenAlso a broker rep
- Kevin F. O'ReganAlso a broker rep
- Erick H. OrtezAlso a broker rep
- James D. OszustAlso a broker rep
- Kwanghyon ParkCertified Financial Planner · Also a broker rep
- Shirine V. PrasadAlso a broker rep
- Jacob RabinAlso a broker rep
- Pavan K. RavilisettyAlso a broker rep
- Sylvia R. RiveraAlso a broker rep
- Marc F. RogersAlso a broker rep
- Kendel L. ShapsesAlso a broker rep
- Calvin ShiuChartered Financial Consultant · Also a broker rep
- Edward T. Sickel IVAlso a broker rep
- Edward T. Sickel IIIAlso a broker rep
- Reed SparlingAlso a broker rep
- Joann B. StewartAlso a broker rep
- Eric A. TallonAlso a broker rep
- Roger S. ToguchiAlso a broker rep
- Cristina A. TriantosAlso a broker rep
- Anthony I. ValleAlso a broker rep
- Magdalena VillalvazoAlso a broker rep
- Weilun WangAlso a broker rep
- Yong En XiaoAlso a broker rep
- Niya XieAlso a broker rep
- Veronica YappAlso a broker rep
- Scott T. YeeAlso a broker rep
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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 Palo Alto
All Palo Alto advisors →Morgan Stanley 143Merrill Lynch, Pierce, Fenner & Smith Incorporated 84J.P. Morgan Securities LLC 44UBS Financial Services Inc. 34Wealthfront Advisers LLC 24Strategic Advisers LLC 23Sand Hill Global Advisors, LLC 15Citigroup Global Markets Inc. 11Rebalance LLC 7Focus Partners Wealth, LLC 5Rockefeller Financial LLC 5LPL Financial LLC 4
Questions
How many financial advisors does Wells Fargo Clearing Services, LLC have in Palo Alto?
65 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Palo Alto, California, according to the SEC's Investment Adviser Public Disclosure records, out of 13,134 nationwide. 4 list the CFP designation and 65 are also registered as broker representatives.
Is Wells Fargo Clearing Services, LLC one of the largest advisor employers in Palo Alto?
Wells Fargo Clearing Services, LLC ranks number 3 in Palo Alto by registered advisors; Morgan Stanley has the most, with 143.
How do I check a Wells Fargo Clearing Services, LLC advisor in Palo Alto?
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.