About Wells Fargo Advisors

Executive Summary

Wells Fargo Advisors provides investment advice and guidance to clients through over 12,000 Financial Advisors and referrals from more than 3,500 Licensed Bankers in Wells Fargo branches across the U.S. Wells Fargo Advisors administers more than $1.6 trillion in client assets.

Areas of Distinction
  • Unique structure and scale that combine the capabilities and best practices available through a large, national firm with a client focus more typical of smaller firms
  • Dedicated to Financial Advisors and their relationships with clients
  • Choice and flexibility for Financial Advisors and their clients through distinct business channels supported by established products, services, and technology
Products and Services
  • Advisory Services
  • Asset Management
  • Brokerage Services
  • Estate Planning Strategies
  • Retirement Planning
  • Portfolio Analysis and Review

Broker-dealers under Wells Fargo & Company

• Wells Fargo Clearing Services, LLC
• Wells Fargo Advisors Financial Network, LLC

Website: wellsfargoadvisors.com

Investment and Insurance Products are:
Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. WellsTrade® and Intuitive Investor® accounts are offered through WFCS.