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Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

2 registered advisors work at Wells Fargo Clearing Services, LLC in Valencia, out of 13,134 at the firm nationwide; it ranks number 16 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

Wells Fargo Clearing Services, LLC advisors in Valencia, 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 Valencia

All Valencia advisors →

Prosperitas Financial, LLC 29LPL Financial LLC 17Morgan Stanley 14Cetera Investment Advisers LLC 9Edward Jones 7State Farm Investment Management Corp. 5J.P. Morgan Securities LLC 4Martin & Company 4Thrivent Investment Management Inc. 4Eagle Wealth Management Group Inc. 3Global Financial Advisory Services, Inc. 3M2 Capital Advisors 3

Questions

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

2 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Valencia, California, according to the SEC's Investment Adviser Public Disclosure records, out of 13,134 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

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

Wells Fargo Clearing Services, LLC ranks number 16 in Valencia by registered advisors; Prosperitas Financial, LLC has the most, with 29.

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

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.