About this location
WELLS FARGO CLEARING SERVICES, LLC offers portfolio management for individuals and/or small businesses, other services, financial planning services, portfolio management for businesses, selection of other advisers, pension consulting services and also performs business activities as broker-dealer, other.
Time in Business
No submission
Total Assets Under Management
$647,795,506,834
Approximate Fees
Please contact the advisor for additional information on fees.
Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.
Fixed fees
Commissions
A percentage of assets under management
Hourly charges
Advisors at This Location
David Heeren
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Baltimore Ortega
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Lisa Anserello
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Bryan Palonis
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Cynthia Wilson
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Nikolaos Pitsas
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James Percifield
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Juliana Milevski
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Vicki Ispas
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Anthony Meyer
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Cecily Dcruz
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Paula Betts
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Todd Bertrand
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Candace Lieber
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Paul Kacmarik
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Diana Nyman
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Kelly Mayton
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Brad Harber
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Philip Farese
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Jeremiah Muryasz
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