Financial ADVSR advisor directory · SEC adviser records

Wells Fargo Clearing Services, LLC financial advisors in Dallas, TX

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

The short answer

83 registered advisors work at Wells Fargo Clearing Services, LLC in Dallas, out of 13,135 at the firm nationwide; it ranks number 7 in the city by advisors. 11 list the CFP designation and 83 are also registered broker representatives.

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

Every Wells Fargo Clearing Services, LLC advisor →

Mahta AkbaryAlso a broker rep
Lyali T. AlseedAlso a broker rep
Mario Arnal RevelesAlso a broker rep
Todd A. BairdAlso a broker rep
Paul D. BenderAlso a broker rep
Michelle B. BennettAlso a broker rep
Jarriet B. BluittAlso a broker rep
Barry J. BourassaAlso a broker rep
Trent BriningAlso a broker rep
Michael C. CarpenterAlso a broker rep
Esperanza M. CarterAlso a broker rep
Russell B. ChaneyAlso a broker rep
Michael M. CharneAlso a broker rep
Taylor H. CheneyAlso a broker rep
Steve J. ChristensenAlso a broker rep
Paul M. CookeAlso a broker rep
Kenneth CravenAlso a broker rep
Kenneth B. CrowderAlso a broker rep
John J. D'AnnunzioCertified Financial Planner · Also a broker rep
Anne L. DavidsonAlso a broker rep
Thomas H. DeckerCertified Financial Planner · Also a broker rep
Josh DeeverAlso a broker rep
Ching EilerAlso a broker rep
Robert M. FunkAlso a broker rep
Stephanie A. GonzalezAlso a broker rep
Pamela S. GothardAlso a broker rep
James D. HeardAlso a broker rep
Christopher K. HermanAlso a broker rep
Matthew R. HolmesAlso a broker rep
Mark W. HutchisonAlso a broker rep
Joseph IconAlso a broker rep
Laird F. JohnsonCertified Financial Planner · Also a broker rep
Patrick R. Kearns Jr.Also a broker rep
Matthew KimmelAlso a broker rep
Michael Kurilecz Jr.Certified Financial Planner · Also a broker rep
Michael H. LathamAlso a broker rep
Brett R. LevyAlso a broker rep
John D. LordAlso a broker rep
Matthew LoweCertified Financial Planner · Also a broker rep
Christine D. LutzAlso a broker rep
Alexis L. LyonsAlso a broker rep
Danijela MarkovicAlso a broker rep
Kyle MerinoCertified Financial Planner · Also a broker rep
Maxwell MeyersAlso a broker rep
Roby D. Mize Jr.Also a broker rep
John A. MogkCertified Financial Planner · Also a broker rep
Gentry P. MooreAlso a broker rep
Samuel J. NucheAlso a broker rep
Apoorva H. PatelAlso a broker rep
Shivam PatelAlso a broker rep
Andrea H. PerrymanAlso a broker rep
Elizabeth A. PotterAlso a broker rep
Christopher D. QueenAlso a broker rep
Brian L. QuinnCertified Financial Planner · Also a broker rep
Lisa B. RaglandAlso a broker rep
Larry G. RayAlso a broker rep
Angelyn RussellAlso a broker rep
Angel O. SaucedoAlso a broker rep
Jacob ScottAlso a broker rep
Steven H. ShiAlso a broker rep
Stuart C. SmithCertified Financial Planner · Also a broker rep
Donna G. SmothermonAlso a broker rep
Victor W. SobersAlso a broker rep
George M. StavrinakisAlso a broker rep
Beverly A. SurrattAlso a broker rep
Craig R. SwannAlso a broker rep
Paula ThibodeauxAlso a broker rep
Ben E. ThomasAlso a broker rep
Patricia A. ThompsonAlso a broker rep
James R. TrousdaleAlso a broker rep
Jason R. TuckerAlso a broker rep
James R. TurnerAlso a broker rep
Christopher J. TutiAlso a broker rep
Michael VatterAlso a broker rep
David J. VigerChartered Financial Analyst · Also a broker rep
Alexandra E. WallsAlso a broker rep
James C. WatsonAlso a broker rep
James WillisAlso a broker rep
Bradley P. WilsonCertified Financial Planner · Also a broker rep
Hannah WilsonAlso a broker rep
Travis E. WilsonAlso a broker rep
Mark Q. WrightAlso a broker rep
Michael A. YuCertified Financial Planner, Chartered Financial Analyst · Also a broker rep

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Wells Fargo Clearing Services, LLC advisors in other cities

St. Louis, MO 676 Charlotte, NC 395 New York, NY 329 Salt Lake City, UT 210 Minneapolis, MN 194 San Diego, CA 167 Houston, TX 161 Scottsdale, AZ 138 Irvine, CA 136 Walnut Creek, CA 128 McLean, VA 124 Raleigh, NC 123 Los Angeles, CA 119 Fort Worth, TX 117 Richmond, VA 113

Other firms in Dallas

All Dallas advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 233 J.P. Morgan Securities LLC 228 Morgan Stanley 226 UBS Financial Services Inc. 137 Goldman Sachs Wealth Services, L.P. 94 Cetera Investment Advisers LLC 85 Rockefeller Financial LLC 78 LPL Financial LLC 73 Hilltop Securities Inc. 70 Momentum Independent Network Inc. 69 Strategic Advisers LLC 68 Level Four Advisory Services 59

Questions

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

83 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 13,135 nationwide. 11 list the CFP designation and 83 are also registered as broker representatives.

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

Wells Fargo Clearing Services, LLC ranks number 7 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 233.

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

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.