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Financial ADVSR advisor directory · SEC adviser records

Wells Fargo Clearing Services, LLC financial advisors in Boca Raton, FL

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

The short answer

110 registered advisors work at Wells Fargo Clearing Services, LLC in Boca Raton, out of 13,134 at the firm nationwide; it ranks number 3 in the city by advisors. 10 list the CFP designation and 110 are also registered broker representatives.

Wells Fargo Clearing Services, LLC advisors in Boca Raton, 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 Boca Raton

All Boca Raton advisors →

Morgan Stanley 193Merrill Lynch, Pierce, Fenner & Smith Incorporated 112Ameriprise Financial Services, LLC 99Raymond James & Associates, Inc. 59Nfsg Corporation 54LPL Financial LLC 48Wells Fargo Advisors Financial Network, LLC 41Equitable Advisors, LLC 39RBC Capital Markets, LLC 35Valic Financial Advisors, Inc. 35J.P. Morgan Securities LLC 34UBS Financial Services Inc. 34

Questions

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

110 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Boca Raton, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 13,134 nationwide. 10 list the CFP designation and 110 are also registered as broker representatives.

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

Wells Fargo Clearing Services, LLC ranks number 3 in Boca Raton by registered advisors; Morgan Stanley has the most, with 193.

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

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.