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Financial ADVSR advisor directory · SEC adviser records

Wells Fargo Clearing Services, LLC financial advisors in Rancho Santa Fe, CA

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

The short answer

6 registered advisors work at Wells Fargo Clearing Services, LLC in Rancho Santa Fe, out of 13,135 at the firm nationwide; it ranks number 4 in the city by advisors. 1 list the CFP designation and 6 are also registered broker representatives.

Wells Fargo Clearing Services, LLC advisors in Rancho Santa Fe, 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 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 Rancho Santa Fe

All Rancho Santa Fe advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 36Morgan Stanley 13American Money Management, LLC 10Bull Oak Capital, LLC 5Dark Horse Advisors LLC 3Gracian Capital LLC 3

Questions

How many financial advisors does Wells Fargo Clearing Services, LLC have in Rancho Santa Fe?

6 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Rancho Santa Fe, California, according to the SEC's Investment Adviser Public Disclosure records, out of 13,135 nationwide. 1 list the CFP designation and 6 are also registered as broker representatives.

Is Wells Fargo Clearing Services, LLC one of the largest advisor employers in Rancho Santa Fe?

Wells Fargo Clearing Services, LLC ranks number 4 in Rancho Santa Fe by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 36.

How do I check a Wells Fargo Clearing Services, LLC advisor in Rancho Santa Fe?

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.