Financial ADVSR advisor directory · SEC adviser records
Wells Fargo Clearing Services, LLC financial advisors in Charlotte, NC
Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in Charlotte, A to Z.
The short answer
395 registered advisors work at Wells Fargo Clearing Services, LLC in Charlotte, out of 13,135 at the firm nationwide; it ranks number 3 in the city by advisors. 21 list the CFP designation and 394 are also registered broker representatives.
Wells Fargo Clearing Services, LLC advisors in Charlotte, A to Z
Every Wells Fargo Clearing Services, LLC advisor →- George L. AbernethyAlso a broker rep
- David AckermanAlso a broker rep
- Christopher M. AdamsAlso a broker rep
- Scott W. AllertonAlso a broker rep
- Dilia C. Amaya ChavezAlso a broker rep
- Ernesto J. AngueiraAlso a broker rep
- Kristin M. ArenaAlso a broker rep
- Jackson S. AronsonAlso a broker rep
- Brad ArringtonAlso a broker rep
- Lisa AshlinAlso a broker rep
- Amanuel AsratAlso a broker rep
- Alexandria AtkinsAlso a broker rep
- Steven D. AtkinsAlso a broker rep
- Ryan AustinAlso a broker rep
- Madison P. AutonAlso a broker rep
- Matthew C. AyerAlso a broker rep
- Sun-Kyung BaeChartered Financial Analyst · Also a broker rep
- Lydia M. BakerAlso a broker rep
- Alexander BaranAlso a broker rep
- Christopher BarrAlso a broker rep
- Luis D. BarreraAlso a broker rep
- Patrick BarryCertified Financial Planner · Also a broker rep
- Wade BartsAlso a broker rep
- Charles N. BasseAlso a broker rep
- Joseph S. BaumhoverAlso a broker rep
- Joseph T. BayseAlso a broker rep
- Colin BeaganAlso a broker rep
- Adam BeasonAlso a broker rep
- Gregory N. BeckAlso a broker rep
- John G. BennettAlso a broker rep
- Andrew O. Bergeron Jr.Also a broker rep
- Nicholas BlackwoodAlso a broker rep
- Lakeisha R. BlountAlso a broker rep
- Jean P. BoutymAlso a broker rep
- Stuart A. BowenAlso a broker rep
- Scott M. BowmanAlso a broker rep
- Christy L. BroccardoAlso a broker rep
- Ethan BroderAlso a broker rep
- Harrison G. BrooksAlso a broker rep
- Charmaine BrownAlso a broker rep
- Joseph A. BrownAlso a broker rep
- Rodney T. BrownAlso a broker rep
- Grant BrowneAlso a broker rep
- Kevin BrzezinskiAlso a broker rep
- Philip M. BurkeAlso a broker rep
- Quinn A. BurkhalterAlso a broker rep
- Joshua D. BurrowsAlso a broker rep
- James A. BurtAlso a broker rep
- Rebecca M. BusalacchiAlso a broker rep
- Lisa V. BushAlso a broker rep
- Brian CardonaAlso a broker rep
- Anthony S. CarpenterAlso a broker rep
- Davidson D. CarrollAlso a broker rep
- Haneefah E. CarvajalAlso a broker rep
- Alex P. CavalloAlso a broker rep
- Sarah S. CeruloAlso a broker rep
- Jake CheathamAlso a broker rep
- Chiaheng J. ChenAlso a broker rep
- Nathan L. ChernissAlso a broker rep
- Andrew J. CheshireAlso a broker rep
- Nicholas F. CicciAlso a broker rep
- James ClardyAlso a broker rep
- Christopher M. ClarkAlso a broker rep
- Frank J. ClementeAlso a broker rep
- Jonathan M. ClevelandAlso a broker rep
- Janaia CliffordAlso a broker rep
- Justin S. CobbAlso a broker rep
- Chris W. ColasantiAlso a broker rep
- Moise CompaoreAlso a broker rep
- Patrick F. ConlanAlso a broker rep
- Ryan CookeAlso a broker rep
- Jesus CortezAlso a broker rep
- Colby C. CossetteAlso a broker rep
- Elizabeth P. CothrenCertified Financial Planner · Also a broker rep
- Caroline E. CowleyAlso a broker rep
- Christina M. CrawfordAlso a broker rep
- Malcolm CrispAlso a broker rep
- Matthew S. CrowderAlso a broker rep
- Robert CushmanAlso a broker rep
- Gray K. DausAlso a broker rep
- Delano DavisAlso a broker rep
- Kathy M. DayAlso a broker rep
- Nicholas DeaneAlso a broker rep
- Christopher L. DiasAlso a broker rep
- Frank DibartoloAlso a broker rep
- John C. DigiovannaAlso a broker rep
- Joseph T. DilauroAlso a broker rep
- Joshua C. DodgeAlso a broker rep
- Stephen G. DotsonAlso a broker rep
- Nicholas A. DrakeAlso a broker rep
- Courtland DreherAlso a broker rep
- Eric B. Dubose Jr.Also a broker rep
- Johnathan W. DunganAlso a broker rep
- William DunganAlso a broker rep
- Dillon R. DunnAlso a broker rep
- Oriana EcheverriaAlso a broker rep
- Sunshine A. EdsallAlso a broker rep
- Anna EdwardsAlso a broker rep
- Katie EdwardsAlso a broker rep
- Wesley M. EganAlso a broker rep
- James ElliottAlso a broker rep
- Caitlin Q. EricksonAlso a broker rep
- Brett S. ErwinAlso a broker rep
- Matthew EstelAlso a broker rep
- Luke EubankAlso a broker rep
- John J. FastiAlso a broker rep
- Dawson E. FeldmeierAlso a broker rep
- Gerald FergusonAlso a broker rep
- Timothy M. FergusonAlso a broker rep
- Josiah P. FernandezAlso a broker rep
- Ethan C. FespermanAlso a broker rep
- John FinkAlso a broker rep
- Douglas FlannaganAlso a broker rep
- Carron FlinterAlso a broker rep
- Sweetie A. FloresAlso a broker rep
- Abdiel E. Flores PeralesAlso a broker rep
- John C. FoeryAlso a broker rep
- Robert G. FordCertified Financial Planner · Also a broker rep
- John FrancisAlso a broker rep
- Nicholas T. FraserCertified Financial Planner · Also a broker rep
- Dillon P. FreerAlso a broker rep
- Christopher C. FriendAlso a broker rep
- Brendan R. FrissAlso a broker rep
- Richard A. Gallos Jr.Also a broker rep
- Aadhitiya GaneshkumarAlso a broker rep
- Mary J. GaulAlso a broker rep
- Jeffrey E. GautierAlso a broker rep
- Razan GhataniAlso a broker rep
- William R. GiddensAlso a broker rep
- Yuliana C. Gonzalez-VegaAlso a broker rep
- Dana N. GoochAlso a broker rep
- David K. GrahamAlso a broker rep
- Paula P. GriffinAlso a broker rep
- Hugo P. GuerolaAlso a broker rep
- Jeremiah J. GuinnAlso a broker rep
- Todd M. HainesAlso a broker rep
- Danielle L. HambergerAlso a broker rep
- Asheli D. HambyAlso a broker rep
- Bailey E. HarrisAlso a broker rep
- Jacob W. HarveyAlso a broker rep
- Anna M. HathawayAlso a broker rep
- Ashley HedrickAlso a broker rep
- Terrell L. HeggeAlso a broker rep
- Michael HeinzAlso a broker rep
- Donovan M. HenkelAlso a broker rep
- Ethan L. HennessyAlso a broker rep
- Michael R. HighAlso a broker rep
- Benton G. HolbrooksAlso a broker rep
- Joshua A. HollarAlso a broker rep
- Christopher HordAlso a broker rep
- Kenneth J. Houck Jr.Also a broker rep
- Marilyn M. HoyleAlso a broker rep
- John HuddlestonAlso a broker rep
- Melanie R. HughesAlso a broker rep
- Jennifer E. HulighanAlso a broker rep
- Samnang HuotAlso a broker rep
- Jack A. HusseyAlso a broker rep
- Veronica H. IbrahimAlso a broker rep
- Melita IngramAlso a broker rep
- Audrianna IslasAlso a broker rep
- John L. JacobCertified Financial Planner · Also a broker rep
- Gregory Jean-BaptisteAlso a broker rep
- Will JenkinsAlso a broker rep
- Joshua L. JinksAlso a broker rep
- Heidi W. JohnsonAlso a broker rep
- Owen JoinerAlso a broker rep
- David H. JonesAlso a broker rep
- Troy L. JonesAlso a broker rep
- William JourdanAlso a broker rep
- Charu Priya KarunakaranAlso a broker rep
- Bradley T. KeeterAlso a broker rep
- Kevin KehoeAlso a broker rep
- Joy F. KenefickAlso a broker rep
- Benjamin KirklandAlso a broker rep
- Tamara B. Kitchin BohanonAlso a broker rep
- Amy W. KleparekAlso a broker rep
- Daulton J. KlineAlso a broker rep
- George KokalisAlso a broker rep
- Kate KrauserAlso a broker rep
- Jack KuhlmanAlso a broker rep
- Veronika KuzkoAlso a broker rep
- Rebeca J. LacayoAlso a broker rep
- Alexander B. LaneAlso a broker rep
- Nicholas P. LangrallAlso a broker rep
- Louis J. Larosa Jr.Also a broker rep
- Eric M. LaroseAlso a broker rep
- Scott M. LauritzenAlso a broker rep
- Ryan A. LeafAlso a broker rep
- Mai L. LeeAlso a broker rep
- Khalid A. LipscombAlso a broker rep
- Ray C. LittleAlso a broker rep
- Jackson LoflinAlso a broker rep
- Zvaitwa LoganAlso a broker rep
- Veronica M. LommelAlso a broker rep
- Amy M. LongfellowAlso a broker rep
- Keith M. LoughlinAlso a broker rep
- Matthew W. LoweAlso a broker rep
- Gonzalo LuzuriagaAlso a broker rep
- Emily V. MaloneAlso a broker rep
- Kathleen E. MaloneAlso a broker rep
- David ManloveAlso a broker rep
- Kristopher C. MargerumAlso a broker rep
- Lawrence E. MarinCertified Financial Planner · Also a broker rep
- Abigail E. MarinelliAlso a broker rep
- Satish C. MarkandaAlso a broker rep
- Luke B. MarlovitsAlso a broker rep
- Kelly MartinAlso a broker rep
- Carolina MataAlso a broker rep
- John E. MathenyCertified Financial Planner · Also a broker rep
- Nicholas J. MathiasonAlso a broker rep
- William C. MayeuxAlso a broker rep
- Kyle MazeiAlso a broker rep
- Guy T. McBride IIIAlso a broker rep
- Thomas M. McCormickCertified Financial Planner · Also a broker rep
- Antonio D. McDonaldAlso a broker rep
- Ethan R. McDuffieAlso a broker rep
- Brandon McIntoshAlso a broker rep
- Kathryn H. McKenzieAlso a broker rep
- Kathryn I. McLaughlinAlso a broker rep
- Thomas M. McRaeAlso a broker rep
- Jerry M. McVeanAlso a broker rep
- Jeffrey F. MeaderAlso a broker rep
- John MejiaAlso a broker rep
- Nestor MendezAlso a broker rep
- William A. Merritt IIIAlso a broker rep
- Joseph M. MichalskiCertified Financial Planner · Also a broker rep
- Bryan R. MiduraAlso a broker rep
- Conor MillerAlso a broker rep
- Dorothy MillerAlso a broker rep
- Joshua T. MillerAlso a broker rep
- Mason G. MilneAlso a broker rep
- Nathaniel L. MinorAlso a broker rep
- Bradley A. MobleyAlso a broker rep
- Patrick R. MooneyAlso a broker rep
- Sonje MooreAlso a broker rep
- Diego H. MoralesAlso a broker rep
- Katlin M. MoranAlso a broker rep
- Anthony MoreaAlso a broker rep
- Brian P. MorozAlso a broker rep
- Amanda N. MurdzaAlso a broker rep
- Mary E. MurphyAlso a broker rep
- Nicholas MurrerAlso a broker rep
- Logan Z. NeradAlso a broker rep
- Nicholas C. NevalaAlso a broker rep
- An NguyenAlso a broker rep
- Phillip C. NivensAlso a broker rep
- Matthew NoblesAlso a broker rep
- Daryl E. NormanAlso a broker rep
- Matthew C. NormanAlso a broker rep
- Devin M. O'LearyAlso a broker rep
- William M. OliverAlso a broker rep
- Julen OrmazaCertified Financial Planner · Also a broker rep
- Andrew L. OrtizAlso a broker rep
- Mark OrtonAlso a broker rep
- Christopher D. OverbyAlso a broker rep
- Kweku O. Owusu-AddoAlso a broker rep
- Jessica L. PalpallatocAlso a broker rep
- Kelly ParhamAlso a broker rep
- Chirag PatelAlso a broker rep
- Ian PennyAlso a broker rep
- Elizabeth D. PeperAlso a broker rep
- Lorenzo W. PerezAlso a broker rep
- Quoc PhamAlso a broker rep
- Matthew T. PileskiAlso a broker rep
- Daniela PinedaAlso a broker rep
- Ja'Son T. PittmanAlso a broker rep
- Shawn A. PolkAlso a broker rep
- Alan A. Ponce Montes De OcaAlso a broker rep
- Samuel L. PrattAlso a broker rep
- Alexandra N. PuzonAlso a broker rep
- Joel W. QueckAlso a broker rep
- Omar RadneyCertified Financial Planner · Also a broker rep
- Rekha P. RajaniAlso a broker rep
- Nathan RandallAlso a broker rep
- James J. RatchfordCertified Financial Planner · Also a broker rep
- Toni M. ReeseAlso a broker rep
- Lucas RhoyAlso a broker rep
- Anthony J. RichAlso a broker rep
- John D. RichardsAlso a broker rep
- Meredith RichardsonAlso a broker rep
- Ronald J. RickAlso a broker rep
- Andreas RiemannAlso a broker rep
- Xavier A. Rigail ChecaAlso a broker rep
- Adam D. RinghofferAlso a broker rep
- Alex D. RobinsonAlso a broker rep
- Ashley C. RobinsonAlso a broker rep
- Christopher RobinsonAlso a broker rep
- Gage W. RobinsonAlso a broker rep
- Richard A. RobinsonChartered Financial Analyst · Also a broker rep
- William R. RobinsonAlso a broker rep
- Corey R. RodahlAlso a broker rep
- Kevin C. RohnerAlso a broker rep
- Marvin J. RosarioAlso a broker rep
- David RougeauAlso a broker rep
- Richard S. RuckartAlso a broker rep
- Douglas S. RussellAlso a broker rep
- Rodney K. RussellAlso a broker rep
- Malin K. RyanAlso a broker rep
- Sean M. RyanAlso a broker rep
- Ruchir SainiAlso a broker rep
- Henry W. SaleAlso a broker rep
- Cheryl G. SalernoAlso a broker rep
- Bobby C. Saunders Jr.Also a broker rep
- Ronald E. SchroeterAlso a broker rep
- McClain S. SchweppeCertified Financial Planner · Also a broker rep
- Sarah M. SchweppeCertified Financial Planner · Also a broker rep
- Audrey S. ScottAlso a broker rep
- Elizabeth D. ScottAlso a broker rep
- Sean SeaboltAlso a broker rep
- Nathaniel G. SextonAlso a broker rep
- Johnathan C. ShawCertified Financial Planner · Also a broker rep
- Matthew M. ShawAlso a broker rep
- Andrey V. ShchegolevChartered Financial Analyst · Also a broker rep
- Eric C. SheridanChartered Financial Analyst · Also a broker rep
- Michael C. ShoreAlso a broker rep
- Kirk M. SiebenalerAlso a broker rep
- Samuel W. SilanderAlso a broker rep
- Nathan T. SilvisAlso a broker rep
- Cameron S. SinclairAlso a broker rep
- Samuel SissineAlso a broker rep
- Adrian R. SmigielAlso a broker rep
- Jonathan H. SmithCertified Financial Planner · Also a broker rep
- Mark A. SmithAlso a broker rep
- Maxwell M. SmithAlso a broker rep
- William E. SmithAlso a broker rep
- Cassie N. Smith ChallacombeAlso a broker rep
- Tyler SmithwickAlso a broker rep
- Benjamin T. SmitleyAlso a broker rep
- Jennifer SniderAlso a broker rep
- Garrett SnyderAlso a broker rep
- Preston T. SnyderAlso a broker rep
- Arnold SolalindeAlso a broker rep
- John A. SontagCertified Financial Planner · Also a broker rep
- Kara L. SouthAlso a broker rep
- Daniel T. SperowCertified Financial Planner · Also a broker rep
- Sean M. SponslerAlso a broker rep
- Elizabeth L. SprinkleAlso a broker rep
- Joseph SriramanAlso a broker rep
- Joshua M. StandiferAlso a broker rep
- Carlos S. StennisAlso a broker rep
- Peter StewartAlso a broker rep
- Nathan P. StrodeAlso a broker rep
- Mayra A. SuarezAlso a broker rep
- Ryan SullivanAlso a broker rep
- William D. SullivanAlso a broker rep
- Dana F. SummersAlso a broker rep
- Ying SunAlso a broker rep
- Yorlin SusanaAlso a broker rep
- Donald R. SutherlandAlso a broker rep
- Robert B. SwartzAlso a broker rep
- Marelle SylvesterAlso a broker rep
- Adam M. SzaboAlso a broker rep
- Fabian E. SzarkoAlso a broker rep
- Gregory P. TalbotAlso a broker rep
- Noah TatumAlso a broker rep
- John TaylorAlso a broker rep
- Timothy TaylorAlso a broker rep
- Wesley A. ThompsonAlso a broker rep
- Marcia C. TillotsonAlso a broker rep
- Brent N. TompkinsAlso a broker rep
- Vaishali K. TrivediAlso a broker rep
- Julia R. TruslowCertified Financial Planner · Also a broker rep
- Nataliya TsytsarovaAlso a broker rep
- Deashawn U. TurnerAlso a broker rep
- John R. TyersAlso a broker rep
- Michael R. TygielskiAlso a broker rep
- Tyler A. UnderwoodAlso a broker rep
- Peter VandykAlso a broker rep
- Dimitrius B. Vaqueros VargasAlso a broker rep
- Luanne M. VeitchAlso a broker rep
- Christopher A. VincentAlso a broker rep
- Cameron VoegeleAlso a broker rep
- Mark A. VollmerAlso a broker rep
- Andrew WallaceAlso a broker rep
- Brian K. WallaceAlso a broker rep
- Stephanie A. WarrenAlso a broker rep
- Granville C. WashingtonAlso a broker rep
- Lily WatersAlso a broker rep
- Edward T. WatsonAlso a broker rep
- Valice WattersCertified Financial Planner · Also a broker rep
- Jake R. WeirAlso a broker rep
- Reid L. WhitehurstAlso a broker rep
- Krista N. Whitley McGeeAlso a broker rep
- Chad M. WilfongCertified Financial Planner · Also a broker rep
- Caroline W. WilhelmAlso a broker rep
- Jonathan WilliamsAlso a broker rep
- Lauren D. WilliamsAlso a broker rep
- Monique WilliamsAlso a broker rep
- Taylor L. WilliamsAlso a broker rep
- Daniel WillisAlso a broker rep
- Trevor WilsonAlso a broker rep
- Yolanda F. WilsonAlso a broker rep
- Brian WoodInvestment adviser rep
- Richard C. WoodAlso a broker rep
- Zachery T. WyattAlso 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 676New 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 113Seattle, WA 113
Other firms in Charlotte
All Charlotte advisors →Vanguard Advisers, Inc. 641Merrill Lynch, Pierce, Fenner & Smith Incorporated 434Tiaa-Cref Individual & Institutional Services, LLC 321UBS Financial Services Inc. 147Truist Advisory Services, Inc. 118LPL Financial LLC 107Ameriprise Financial Services, LLC 102Morgan Stanley 95Strategic Advisers LLC 82Ip Financial Advisory Services LLC 66Principal Advised Services 66First Citizens Investor Services, Inc. 54
Questions
How many financial advisors does Wells Fargo Clearing Services, LLC have in Charlotte?
395 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 13,135 nationwide. 21 list the CFP designation and 394 are also registered as broker representatives.
Is Wells Fargo Clearing Services, LLC one of the largest advisor employers in Charlotte?
Wells Fargo Clearing Services, LLC ranks number 3 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 641.
How do I check a Wells Fargo Clearing Services, LLC advisor in Charlotte?
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.