Financial ADVSR advisor directory · SEC adviser records
Wells Fargo Clearing Services, LLC financial advisors in Southlake, TX
Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in Southlake, A to Z.
The short answer
20 registered advisors work at Wells Fargo Clearing Services, LLC in Southlake, out of 13,134 at the firm nationwide; it ranks number 3 in the city by advisors. 2 list the CFP designation and 20 are also registered broker representatives.
Wells Fargo Clearing Services, LLC advisors in Southlake, A to Z
Every Wells Fargo Clearing Services, LLC advisor →- Jason M. AdamcikAlso a broker rep
- Natalie R. BairesAlso a broker rep
- Carla M. BarronAlso a broker rep
- Rebecca CooperAlso a broker rep
- Helen M. DevitoAlso a broker rep
- Jessica L. EverittAlso a broker rep
- Nicholas A. GiorgioAlso a broker rep
- David F. GoreAlso a broker rep
- Charles E. HallamAlso a broker rep
- Kathryn HallamCertified Financial Planner · Also a broker rep
- Thomas A. HughesAlso a broker rep
- Anthony LopezAlso a broker rep
- Scott H. MatthewsAlso a broker rep
- Rupesh NepalAlso a broker rep
- Phil H. NguyenCertified Financial Planner · Also a broker rep
- Chad M. PattonAlso a broker rep
- Marc E. PrdaAlso a broker rep
- Paul J. Schmitz IIIAlso a broker rep
- Liam SpagnolliAlso a broker rep
- William M. SteeleAlso 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 Southlake
All Southlake advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Strategic Advisers LLC 27Edward Jones 19Charles Schwab & Co., Inc. 15Ameriprise Financial Services, LLC 14Morgan Stanley 14Cetera Investment Advisers LLC 11Cwm, LLC 9J.P. Morgan Securities LLC 9LPL Financial LLC 8Raymond James & Associates, Inc. 8Trinity Portfolio Advisors, LLC 8
Questions
How many financial advisors does Wells Fargo Clearing Services, LLC have in Southlake?
20 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Southlake, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 13,134 nationwide. 2 list the CFP designation and 20 are also registered as broker representatives.
Is Wells Fargo Clearing Services, LLC one of the largest advisor employers in Southlake?
Wells Fargo Clearing Services, LLC ranks number 3 in Southlake by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 31.
How do I check a Wells Fargo Clearing Services, LLC advisor in Southlake?
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.