Financial ADVSR advisor directory · SEC adviser records
Wells Fargo Clearing Services, LLC financial advisors in Holladay, UT
Every SEC-registered investment adviser representative at a Wells Fargo Clearing Services, LLC office in Holladay, A to Z.
The short answer
20 registered advisors work at Wells Fargo Clearing Services, LLC in Holladay, out of 13,134 at the firm nationwide; it ranks number 2 in the city by advisors. 3 list the CFP designation and 20 are also registered broker representatives.
Wells Fargo Clearing Services, LLC advisors in Holladay, A to Z
Every Wells Fargo Clearing Services, LLC advisor →- Monica G. AllenAlso a broker rep
- Gregory S. BanksAlso a broker rep
- Clark D. BloomAlso a broker rep
- Stephanie J. DaigleAlso a broker rep
- Franklin R. Etter IICertified Financial Planner · Also a broker rep
- Christopher R. FreymullerAlso a broker rep
- Jace T. HansenAlso a broker rep
- Mathew J. HuffordCertified Financial Planner · Also a broker rep
- Tyler R. KjesboAlso a broker rep
- Danilo G. LiwanagAlso a broker rep
- Lucas S. PyperAlso a broker rep
- Mark E. PyperCertified Financial Planner · Also a broker rep
- Patrice M. ReillyAlso a broker rep
- Charles G. ReynoldsAlso a broker rep
- Travis D. RichensAlso a broker rep
- Jeffrey D. ShaverAlso a broker rep
- Natalie SnowAlso a broker rep
- Jose Angel Vinalay RodriguezAlso a broker rep
- Jacob WebsterAlso a broker rep
- Kenneth L. WebsterAlso 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 Holladay
All Holladay advisors →Morgan Stanley 23Raymond James Financial Services Advisors, Inc. 14Stratos Wealth Partners, Ltd. 10Strategic Advisers LLC 8Interwise 5Athos Private Wealth LLC 4Hornor, Townsend & Kent, LLC 4Lunt Capital Management Inc. 3Platform Wealth Advisors 3
Questions
How many financial advisors does Wells Fargo Clearing Services, LLC have in Holladay?
20 investment adviser representatives are registered at Wells Fargo Clearing Services, LLC offices in Holladay, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 13,134 nationwide. 3 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 Holladay?
Wells Fargo Clearing Services, LLC ranks number 2 in Holladay by registered advisors; Morgan Stanley has the most, with 23.
How do I check a Wells Fargo Clearing Services, LLC advisor in Holladay?
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.