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Financial ADVSR advisor directory · SEC adviser records

Wells Fargo Clearing Services, LLC financial advisors in Yardley, PA

Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in Yardley, A to Z.

The short answer

10 registered advisors work at Wells Fargo Clearing Services, LLC in Yardley, out of 13,135 at the firm nationwide; it ranks number 6 in the city by advisors. 1 list the CFP designation and 10 are also registered broker representatives.

Wells Fargo Clearing Services, LLC advisors in Yardley, A to Z

Every Wells Fargo Clearing Services, LLC advisor →

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 676Charlotte, NC 395New 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 113

Other firms in Yardley

All Yardley advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 54Stifel, Nicolaus & Company, Incorporated 22Janney Montgomery Scott LLC 18Morgan Stanley 14Osaic Wealth, Inc. 12LPL Financial LLC 8Charles Schwab & Co., Inc. 6Commonwealth Financial Network 6Cordatus Wealth Management LLC 6Ventura Wealth Management 6Attleboro Wealth Management LLC 5The Estate Planners Group 4

Questions

How many financial advisors does Wells Fargo Clearing Services, LLC have in Yardley?

10 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Yardley, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 13,135 nationwide. 1 list the CFP designation and 10 are also registered as broker representatives.

Is Wells Fargo Clearing Services, LLC one of the largest advisor employers in Yardley?

Wells Fargo Clearing Services, LLC ranks number 6 in Yardley by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 54.

How do I check a Wells Fargo Clearing Services, LLC advisor in Yardley?

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.