Financial ADVSR advisor directory · SEC adviser records
Wells Fargo Clearing Services, LLC financial advisors in Westlake, OH
Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in Westlake, A to Z.
The short answer
12 registered advisors work at Wells Fargo Clearing Services, LLC in Westlake, out of 13,134 at the firm nationwide; it ranks number 10 in the city by advisors. 4 list the CFP designation and 12 are also registered broker representatives.
Wells Fargo Clearing Services, LLC advisors in Westlake, A to Z
Every Wells Fargo Clearing Services, LLC advisor →- John L. ArchCertified Financial Planner · Also a broker rep
- Glenn A. DarrahAlso a broker rep
- Robin M. GrayAlso a broker rep
- Bryan J. KisslingCertified Financial Planner · Also a broker rep
- Connor K. KisslingAlso a broker rep
- Daniel M. LathamCertified Financial Planner · Also a broker rep
- Timothy J. LeonardAlso a broker rep
- Felicia MasseyAlso a broker rep
- George L. MichalkeAlso a broker rep
- John Middleton Jr.Also a broker rep
- Raquel B. PachecoCertified Financial Planner · Also a broker rep
- Ignatius D. PermadiAlso a broker rep
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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 Westlake
All Westlake advisors →Prosperity Capital Advisors 32UBS Financial Services Inc. 25Morgan Stanley 22Strategic Advisers LLC 20Raymond James & Associates, Inc. 19Merrill Lynch, Pierce, Fenner & Smith Incorporated 18RBC Capital Markets, LLC 18Ameriprise Financial Services, LLC 14Charles Schwab & Co., Inc. 13Raymond James Financial Services Advisors, Inc. 12Cambridge Investment Research Advisors, Inc. 11Wells Fargo Advisors Financial Network, LLC 10
Questions
How many financial advisors does Wells Fargo Clearing Services, LLC have in Westlake?
12 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Westlake, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 13,134 nationwide. 4 list the CFP designation and 12 are also registered as broker representatives.
Is Wells Fargo Clearing Services, LLC one of the largest advisor employers in Westlake?
Wells Fargo Clearing Services, LLC ranks number 10 in Westlake by registered advisors; Prosperity Capital Advisors has the most, with 32.
How do I check a Wells Fargo Clearing Services, LLC advisor in Westlake?
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.