Brandon
Blanchard

Wells Fargo Clearing Services, LLC

CRD#6216626
Investment Advisor
in Irvine, CA

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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

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

400 Spectrum Center Dr Ste 2160
Irvine, CA 92618

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$647,795,506,834

CA Average: $11,469,110,461
Total Number of Employees

21,510

CA Average: 458
Total Number of Accounts

1,477,661

CA Average: 33,415
Average Account Size

$438,393

CA Average: $343,232

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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
  • Other

Brandon Blanchard Work History

Brandon has 10 years of experience.

2016 - Present (7 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2013 - 2013 (< 1 year)

First Allied Securities

2012 - 2014 (2 years)

Uc San Diego Recreation

2012 - 2012 (< 1 year)

Ace Parking

2012 - 2012 (< 1 year)

Integrated Sports Marketing

Disclosures

Brandon Blanchard has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Amanda Jezik
Tulsa, OK
Brandon Blanchard
Irvine, CA
Nichole Rabon
Miramar Beach, FL
Ashley Turner
Edmond, OK
Palani Lopez
Los Angeles, CA
Basil Barouki
Tarpon Springs, FL
Mary Gravelle
Charlotte, NC
Paulo Quintana
Boca Raton, FL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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