About Wells Fargo Advisors
Executive Summary
Wells Fargo Advisors provides advice and guidance to help clients maximize all aspects of their financial lives. Our vast network of financial advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is a part of Wealth & Investment Management (WIM), one of the largest wealth managers in the U.S. WIM offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company.Areas of Distinction
Unique structure that combines the capabilities of a large, national firm with the best practices of several smaller, esteemed 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
Multichannel Business Model
Numerous Financial Advisors work in the traditional brokerage channel of Wells Fargo Advisors through Wells Fargo Clearing Services, LLC, with branch offices located in all 50 states and the District of Columbia. In addition, the firm’s in-bank brokerage channel includes Financial Advisors and Licensed Bankers located in Wells Fargo bank branches. Licensed Bankers are employees of Wells Fargo Bank, N.A., and also registered representatives of Wells Fargo Clearing Services, LLC. The firm’s Independent Brokerage Group operates out of Wells Fargo Advisors Financial Network, LLC, a separate broker-dealer and non-bank affiliate of Wells Fargo & Company. The clearing operations of Wells Fargo Clearing Services, LLC (which are conducted under the First Clearing trade name) provide operational, clearing, and related consulting services for the affiliated Wells Fargo retail brokerage business and includes unaffiliated brokerage firms.
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