Financial ADVSR advisor directory · SEC adviser records
Wells Fargo Clearing Services, LLC financial advisors in Traverse City, MI
Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in Traverse City, A to Z.
The short answer
13 registered advisors work at Wells Fargo Clearing Services, LLC in Traverse City, out of 13,135 at the firm nationwide; it ranks number 3 in the city by advisors. 3 list the CFP designation and 13 are also registered broker representatives.
Wells Fargo Clearing Services, LLC advisors in Traverse City, A to Z
Every Wells Fargo Clearing Services, LLC advisor →- Ryan M. BlackCertified Financial Planner · Also a broker rep
- Gwendolyn R. FleesAlso a broker rep
- Kelli HamiltonAlso a broker rep
- Terry L. KnottAlso a broker rep
- Matthew S. LigonAlso a broker rep
- Katherine A. MillerAlso a broker rep
- Allen M. OlenderAlso a broker rep
- Matthew W. RussellCertified Financial Planner · Also a broker rep
- Keri L. SabatiniAlso a broker rep
- Mark L. StackableAlso a broker rep
- Hannah B. SweeneyAlso a broker rep
- Marissa C. VandenbergAlso a broker rep
- Benjamin D. WattsCertified Financial Planner · Also a broker rep
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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 136Walnut Creek, CA 128McLean, VA 124Raleigh, NC 123Los Angeles, CA 119Fort Worth, TX 117Richmond, VA 113
Other firms in Traverse City
All Traverse City advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 17LPL Financial LLC 15Raymond James & Associates, Inc. 11Ameriprise Financial Services, LLC 9Edward Jones 9Robert W. Baird & Co. Incorporated 9Stifel, Nicolaus & Company, Incorporated 9Centennial Wealth Advisory, LLC 8Old Mission Investment Company, LLC 8J.P. Morgan Securities LLC 7Morgan Stanley 6State Farm Investment Management Corp. 6
Questions
How many financial advisors does Wells Fargo Clearing Services, LLC have in Traverse City?
13 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Traverse City, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 13,135 nationwide. 3 list the CFP designation and 13 are also registered as broker representatives.
Is Wells Fargo Clearing Services, LLC one of the largest advisor employers in Traverse City?
Wells Fargo Clearing Services, LLC ranks number 3 in Traverse City by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 17.
How do I check a Wells Fargo Clearing Services, LLC advisor in Traverse City?
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.