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Financial ADVSR advisor directory · SEC adviser records

Wells Fargo Clearing Services, LLC financial advisors in Portland, ME

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

The short answer

9 registered advisors work at Wells Fargo Clearing Services, LLC in Portland, out of 13,134 at the firm nationwide; it ranks number 14 in the city by advisors. 1 list the CFP designation and 9 are also registered broker representatives.

Wells Fargo Clearing Services, LLC advisors in Portland, 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 Portland

All Portland advisors →

Morgan Stanley 39UBS Financial Services Inc. 32Strategic Advisers LLC 28Ameriprise Financial Services, LLC 22R M Davis Inc. 20Merrill Lynch, Pierce, Fenner & Smith Incorporated 16RBC Capital Markets, LLC 16Corient 13Raymond James & Associates, Inc. 13Td Private Client Wealth LLC 11Old Port Advisors 10Portland Global Advisors LLC 10

Questions

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

9 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Portland, Maine, according to the SEC's Investment Adviser Public Disclosure records, out of 13,134 nationwide. 1 list the CFP designation and 9 are also registered as broker representatives.

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

Wells Fargo Clearing Services, LLC ranks number 14 in Portland by registered advisors; Morgan Stanley has the most, with 39.

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

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.