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Financial ADVSR advisor directory · SEC adviser records

Wells Fargo Clearing Services, LLC financial advisors in San Rafael, CA

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

The short answer

3 registered advisors work at Wells Fargo Clearing Services, LLC in San Rafael, out of 13,135 at the firm nationwide; it ranks number 22 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Wells Fargo Clearing Services, LLC advisors in San Rafael, 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 San Rafael

All San Rafael advisors →

Global Retirement Partners LLC 181Morgan Stanley 32Wealthspire Advisors 14Stonebridge Financial Group 12LPL Financial LLC 9Stifel, Nicolaus & Company, Incorporated 8Raymond James & Associates, Inc. 7Ameriprise Financial Services, LLC 6Meritas Wealth Management, LLC 6O'Donnell Financial Services, LLC 6The Putney Financial Group LLC 6McClurg Capital Corporation 5

Questions

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

3 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in San Rafael, California, according to the SEC's Investment Adviser Public Disclosure records, out of 13,135 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

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

Wells Fargo Clearing Services, LLC ranks number 22 in San Rafael by registered advisors; Global Retirement Partners LLC has the most, with 181.

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

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.