Financial ADVSR advisor directory · SEC adviser records
Wells Fargo Clearing Services, LLC financial advisors in Portland, OR
Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in Portland, A to Z.
The short answer
27 registered advisors work at Wells Fargo Clearing Services, LLC in Portland, out of 13,134 at the firm nationwide; it ranks number 7 in the city by advisors. 2 list the CFP designation and 27 are also registered broker representatives.
Wells Fargo Clearing Services, LLC advisors in Portland, A to Z
Every Wells Fargo Clearing Services, LLC advisor →- Dennis D. BraunAlso a broker rep
- Erik C. BurrosAlso a broker rep
- Shalene E. CaldwellCertified Financial Planner · Also a broker rep
- Connor ChapaisAlso a broker rep
- Francis J. Correale Jr.Also a broker rep
- Adam J. DaleAlso a broker rep
- Dominique Eisen M. Dela CruzAlso a broker rep
- Nabil A. FarhatAlso a broker rep
- Elma Gazibara-MujcicAlso a broker rep
- William HamermanAlso a broker rep
- Duane K. HoffingerAlso a broker rep
- Jude D. JeannisAlso a broker rep
- Tevin JeannisAlso a broker rep
- Jacqueline R. KotanAlso a broker rep
- Valerie K. LyonsAlso a broker rep
- Elishah McDanielAlso a broker rep
- Lisa M. MeredithAlso a broker rep
- Brian R. NelsonAlso a broker rep
- Mousa S. ObeidiAlso a broker rep
- Jonathan L. OlivaAlso a broker rep
- Joseph R. ReganAlso a broker rep
- Deanna L. RodewaldAlso a broker rep
- Feng TaylorAlso a broker rep
- Eddy Tello-HernandezAlso a broker rep
- Mark B. ThomasAlso a broker rep
- Richard S. WilhelmiCertified Financial Planner · Also a broker rep
- Neil C. ZellickAlso 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 Portland
All Portland advisors →LPL Financial LLC 57Ameriprise Financial Services, LLC 52Stancorp Investment Advisers, Inc. 49Merrill Lynch, Pierce, Fenner & Smith Incorporated 41Morgan Stanley 33UBS Financial Services Inc. 33Edward Jones 31Transamerica Financial Advisors, LLC 29M Holdings Securities, Inc. 28J.P. Morgan Securities LLC 25Strategic Advisers LLC 25Coldstream Wealth Management 23
Questions
How many financial advisors does Wells Fargo Clearing Services, LLC have in Portland?
27 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Portland, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 13,134 nationwide. 2 list the CFP designation and 27 are also registered as broker representatives.
Is Wells Fargo Clearing Services, LLC one of the largest advisor employers in Portland?
Wells Fargo Clearing Services, LLC ranks number 7 in Portland by registered advisors; LPL Financial LLC has the most, with 57.
How do I check a Wells Fargo Clearing Services, LLC advisor in Portland?
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.