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Financial ADVSR advisor directory · SEC adviser records

Wells Fargo Clearing Services, LLC financial advisors in Walnut Creek, CA

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

The short answer

128 registered advisors work at Wells Fargo Clearing Services, LLC in Walnut Creek, out of 13,135 at the firm nationwide; it ranks number 1 in the city by advisors. 17 list the CFP designation and 128 are also registered broker representatives.

Wells Fargo Clearing Services, LLC advisors in Walnut Creek, 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 136McLean, VA 124Raleigh, NC 123Los Angeles, CA 119Fort Worth, TX 117Richmond, VA 113Seattle, WA 113

Other firms in Walnut Creek

All Walnut Creek advisors →

Morgan Stanley 100Merrill Lynch, Pierce, Fenner & Smith Incorporated 83UBS Financial Services Inc. 57Strategic Advisers LLC 40Ameriprise Financial Services, LLC 35J.P. Morgan Securities LLC 35LPL Financial LLC 30Destination Wealth Management 27Earned Wealth Advisors, LLC 27Charles Schwab & Co., Inc. 24MML Investors Services, LLC 23Wells Fargo Advisors Financial Network, LLC 23

Questions

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

128 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Walnut Creek, California, according to the SEC's Investment Adviser Public Disclosure records, out of 13,135 nationwide. 17 list the CFP designation and 128 are also registered as broker representatives.

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

Wells Fargo Clearing Services, LLC ranks number 1 in Walnut Creek by registered advisors, ahead of Morgan Stanley (100).

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

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.