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Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

10 registered advisors work at Wells Fargo Clearing Services, LLC in Plano, out of 13,135 at the firm nationwide; it ranks number 26 in the city by advisors. 1 list the CFP designation and 10 are also registered broker representatives.

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

Every Wells Fargo Clearing Services, LLC advisor →

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 Plano

All Plano advisors →

Fisher Investments 1,880Vanguard Advisers, Inc. 230J.P. Morgan Securities LLC 212Strategic Advisers LLC 50UBS Financial Services Inc. 49Ameriprise Financial Services, LLC 48Morgan Stanley 39Edward Jones 31Transamerica Financial Advisors, LLC 31LPL Financial LLC 29Charles Schwab & Co., Inc. 27LPL Enterprise, LLC 27

Questions

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

10 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Plano, Texas, 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 Plano?

Wells Fargo Clearing Services, LLC ranks number 26 in Plano by registered advisors; Fisher Investments has the most, with 1,880.

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

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.