Wells Fargo Clearing Services, LLC
About this Advisor
Brandon Blanchard is a certified financial planner who works in Irvine, California, with a total of 10 years in the industry. Blanchard is currently employed by Wells Fargo Clearing Services, LLC. During their career, the advisor has held roles at Wells Fargo Advisors, LLC, Uc San Diego Recreation, First Allied Securities, Ace Parking, Integrated Sports Marketing and Wells Fargo Clearing Services, LLC. Blanchard holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Wells Fargo Clearing Services, LLC is a financial advisory company that has its headquarters in Irvine, California. It has offices in 5,627 locations and a total of 21,510 advisors. It controls $648 billion in assets across its 1,477,661 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 6,968 charities and foundations. Of its 1,477,661 accounts, 44% are held by high-net-worth investors who have at least $1 million in investable assets. Wells Fargo Clearing Services, LLC provides a wide set of services, including 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. Financial advisory fees vary depending on which services the firm provides the client. However, fee types billed by Wells Fargo Clearing Services, LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Wells Fargo Clearing Services, LLC Brokerage Details
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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
Brandon Blanchard Work History
Brandon has 10 years of experience.
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
First Allied Securities
Uc San Diego Recreation
Integrated Sports Marketing
Brandon Blanchard has no disclosures.
Please visit their SEC profile for more details.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.