Financial ADVSR advisor directory · SEC adviser records
Wells Fargo Clearing Services, LLC financial advisors in Davidson, NC
Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in Davidson, A to Z.
The short answer
15 registered advisors work at Wells Fargo Clearing Services, LLC in Davidson, out of 13,134 at the firm nationwide; it ranks number 1 in the city by advisors. 4 list the CFP designation and 15 are also registered broker representatives.
Wells Fargo Clearing Services, LLC advisors in Davidson, A to Z
Every Wells Fargo Clearing Services, LLC advisor →- Ethan J. BuysseAlso a broker rep
- Angela M. ChildersAlso a broker rep
- Heather A. DesienoAlso a broker rep
- Craig B. FloweAlso a broker rep
- Patty L. HannaAlso a broker rep
- William D. HaugenCertified Financial Planner · Also a broker rep
- Lesia L. Marino-BrolinsonAlso a broker rep
- Joseph W. NealCertified Financial Planner · Also a broker rep
- Jean Rene PelletierAlso a broker rep
- Michael C. PfefferAlso a broker rep
- John R. ShafferAlso a broker rep
- Patrick M. SmithAlso a broker rep
- Brett R. StonerCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- James M. Tapp IIAlso a broker rep
- Brandon R. WhelanCertified Financial Planner · Also 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 Davidson
All Davidson advisors →LPL Financial LLC 7Robert W. Baird & Co. Incorporated 6&Partners 3
Questions
How many financial advisors does Wells Fargo Clearing Services, LLC have in Davidson?
15 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Davidson, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 13,134 nationwide. 4 list the CFP designation and 15 are also registered as broker representatives.
Is Wells Fargo Clearing Services, LLC one of the largest advisor employers in Davidson?
Wells Fargo Clearing Services, LLC ranks number 1 in Davidson by registered advisors, ahead of LPL Financial LLC (7).
How do I check a Wells Fargo Clearing Services, LLC advisor in Davidson?
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.