Brennan
Turner

Wells Fargo Clearing Services, LLC

CRD#5383431
Investment Advisor
in Woodland Hills, CA
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About this Advisor

Brennan Turner is a financial advisor operating in Woodland Hills, California, who has 11 years in the industry. Turner is an advisor for Wells Fargo Clearing Services, LLC. Throughout their career, Turner has worked at Sunamerica, Sunamerica Capital Services, Inc, University Bordeaux 1, Morgan Stanley, Ubs, Integra Realty Resources, University Of California Los Angeles, Wells Fargo Clearing Services, LLC, Aig Capital Services Inc and Pruco Securities, LLC. Turner holds Series 66 and Series 63 licenses, certifying them as a securities agent, and is approved to serve investors in California. Wells Fargo Clearing Services, LLC is a financial advisory firm that has its headquarters in Woodland Hills, California. The investment advisory business has offices in 6,557 locations and a total of 26,409 employees. It oversees $473 billion in total assets across its 1,432,715 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 6,248 charitable organizations. Of its 1,432,715 customer accounts, 39% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The firm performs a wide array 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. A financial advisor's fees typically vary depending on the type of services offered. Fees charged by Wells Fargo Clearing Services, LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

11 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

5820 Canoga Ave Ste 100
Woodland Hills, CA 91367

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

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

26,409

CA Average: 458
Total Number of Accounts

1,432,715

CA Average: 33,415
Average Account Size

$330,143

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

Brennan Turner Work History

Brennan has 11 years of experience.

2017 - Present (2 years)

Wells Fargo Clearing Services, LLC

2016 - 2017 (1 years)

Pruco Securities, LLC

2016 - 2017 (1 years)

The Prudential Insurance Company Of America

2014 - 2016 (2 years)

Aig Capital Services Inc

2013 - 2014 (1 years)

Sunamerica

2013 - 2014 (1 years)

Sunamerica Capital Services, Inc

2011 - 2011 (0 years)

University Bordeaux 1

2011 - 2013 (2 years)

Integra Realty Resources

2010 - 2011 (1 years)

Ubs

2008 - 2011 (3 years)

University Of California Los Angeles

2007 - 2010 (3 years)

Morgan Stanley

Disclosures

Brennan Turner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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