Our Relationship With Wells Fargo Advisors Financial Network
For any investment practice, there are two very important and necessary services to doing business: custody and clearing.
Custody refers to the safekeeping of client securities often in the form of electronic records.
Clearing refers to the settlement process of trading securities (stocks, bonds, etc.)
HighRoad chose Wells Fargo Advisors Financial Network, LLC to work with to handle these two important services.
Wells Fargo Advisors Financial Network is a regisered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. In addition to their custody and clearing services, they specialize in providing structure, tools, and resources to financial advisors who want to own and operate their own independent investment practice.
After considering several different firms, we chose Wells Fargo Advisors Financial Network for its recognizable global brand, its financial strength, and for the depth of its resources that will be utilized to serve our clients in today's complex financial environment.
It is important to know that we pay Wells Fargo Advisors Financial Network for their services. No one at HighRoad is an employee of Wells Fargo Advisors Financial Network. HighRoad Wealth Advisors is a separate entity from Wells Fargo Advisors Financial Network.
Custody refers to the safekeeping of client securities often in the form of electronic records.
Clearing refers to the settlement process of trading securities (stocks, bonds, etc.)
HighRoad chose Wells Fargo Advisors Financial Network, LLC to work with to handle these two important services.
Wells Fargo Advisors Financial Network is a regisered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. In addition to their custody and clearing services, they specialize in providing structure, tools, and resources to financial advisors who want to own and operate their own independent investment practice.
After considering several different firms, we chose Wells Fargo Advisors Financial Network for its recognizable global brand, its financial strength, and for the depth of its resources that will be utilized to serve our clients in today's complex financial environment.
It is important to know that we pay Wells Fargo Advisors Financial Network for their services. No one at HighRoad is an employee of Wells Fargo Advisors Financial Network. HighRoad Wealth Advisors is a separate entity from Wells Fargo Advisors Financial Network.
