John
Dunn
Wells Fargo Clearing Services, LLC
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About this Advisor
John Dunn is an investment advisor in Montgomery, Alabama. Currently an investment advisor with Wells Fargo Clearing Services, LLC, Dunn has 10 years of professional experience as a registered investment advisor. Dunn holds a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Dunn is able to operate in Alabama and Texas. During their career, Dunn has held roles at Northwestern Mutual Investment Services, LLC, Bbva Securities Inc, Bbt Investment Services, Country Capital Management Company, Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Montgomery, Alabama, and has 6,239 other locations in the country. Overall, Wells Fargo Clearing Services, LLC oversees $511 billion in assets throughout 1,430,874 client accounts and employs more than 25,711 people. The firm's total assets under management places it among the biggest firms in the nation. The firm manages 1,080,075 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 41% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Wells Fargo Clearing Services, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Wells Fargo Clearing Services, LLC Brokerage Details
$510,933,873,086
25,711
1,430,874
$357,078
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
John Dunn Work History
John has 10 years of experience.
Wells Fargo Clearing Services, LLC
Country Capital Management Company
Wells Fargo Advisors, LLC
Bbva Securities Inc
Bbt Investment Services
Northwestern Mutual Investment Services, LLC
Disclosures
John Dunn has no disclosures.
Please visit their SEC profile for more details.
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This content was compiled from the SEC and FINRA.