Financial ADVSR advisor directory · SEC adviser records
Wells Fargo Clearing Services, LLC financial advisors in Huntersville, NC
Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in Huntersville, A to Z.
The short answer
11 registered advisors work at Wells Fargo Clearing Services, LLC in Huntersville, out of 13,134 at the firm nationwide; it ranks number 13 in the city by advisors. 1 list the CFP designation and 11 are also registered broker representatives.
Wells Fargo Clearing Services, LLC advisors in Huntersville, A to Z
Every Wells Fargo Clearing Services, LLC advisor →- Scott W. AllertonAlso a broker rep
- Lisa AshlinAlso a broker rep
- James A. BurtAlso a broker rep
- Micah M. CookeAlso a broker rep
- Liliana JimenezAlso a broker rep
- Owen JoinerAlso a broker rep
- Charu Priya KarunakaranAlso a broker rep
- Barry KuhnAlso a broker rep
- Rachel MalvasiAlso a broker rep
- John E. MathenyCertified Financial Planner · Also a broker rep
- Preston T. SnyderAlso 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 Huntersville
All Huntersville advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 37Strategic Advisers LLC 25Cornerstone Wealth 16Pfs Investments Inc. 11LPL Financial LLC 7A4 Wealth Advisors LLC 6LPL Enterprise, LLC 6Tiaa-Cref Individual & Institutional Services, LLC 5Ameriprise Financial Services, LLC 4Edward Jones 4Osaic Wealth, Inc. 4Savant Wealth Management 4
Questions
How many financial advisors does Wells Fargo Clearing Services, LLC have in Huntersville?
11 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Huntersville, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 13,134 nationwide. 1 list the CFP designation and 11 are also registered as broker representatives.
Is Wells Fargo Clearing Services, LLC one of the largest advisor employers in Huntersville?
Wells Fargo Clearing Services, LLC ranks number 13 in Huntersville by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 37.
How do I check a Wells Fargo Clearing Services, LLC advisor in Huntersville?
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.