Financial ADVSR advisor directory · SEC adviser records
Wells Fargo Clearing Services, LLC financial advisors in Bonita Springs, FL
Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in Bonita Springs, A to Z.
The short answer
4 registered advisors work at Wells Fargo Clearing Services, LLC in Bonita Springs, out of 13,134 at the firm nationwide; it ranks number 10 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
Wells Fargo Clearing Services, LLC advisors in Bonita Springs, A to Z
Every Wells Fargo Clearing Services, LLC advisor →- Joanne S. AvellaAlso a broker rep
- Peter M. BernsteinAlso a broker rep
- Matthew D. ColeAlso a broker rep
- James R. GrossAlso a broker rep
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 Bonita Springs
All Bonita Springs advisors →Portfolio Medics, LLC 34Wells Fargo Advisors Financial Network, LLC 10LPL Financial LLC 7MML Investors Services, LLC 6Naples Wealth Planning 6Osaic Wealth, Inc. 6Raymond James Financial Services Advisors, Inc. 6Nova Wealth Management, Inc. 5Merrill Lynch, Pierce, Fenner & Smith Incorporated 4Pelican Wealth Advisors, LLC 3Rinaldi Wealth Management, Inc. 3Venture Visionary Partners LLC 3
Questions
How many financial advisors does Wells Fargo Clearing Services, LLC have in Bonita Springs?
4 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Bonita Springs, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 13,134 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.
Is Wells Fargo Clearing Services, LLC one of the largest advisor employers in Bonita Springs?
Wells Fargo Clearing Services, LLC ranks number 10 in Bonita Springs by registered advisors; Portfolio Medics, LLC has the most, with 34.
How do I check a Wells Fargo Clearing Services, LLC advisor in Bonita Springs?
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.