Darrell
Hesford

Wells Fargo Clearing Services, LLC

CRD#1735905
Investment Advisor
in Carlsbad, CA
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About this Advisor

Darrell Hesford is an advisor who is based in Carlsbad, California. Currently an investment advisor with Wells Fargo Clearing Services, LLC, Hesford has 17 years of work experience. Hesford maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Hesford is registered to serve clients based out of California and Texas. Over the course of their career, Hesford has held roles at Wells Fargo Investments, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Carlsbad, California, and has 6,557 additional offices in the United States. As a company, Wells Fargo Clearing Services, LLC oversees $473 billion in assets across 1,432,715 accounts and retains more than 26,409 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable 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

Series 63, Series 65

Years of Experience

17 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

Yes

Office Location

961 Palomar Airport Rd
Carlsbad, CA 92011

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

CA Average: 458
Total Number of Accounts

1,434,106

CA Average: 33,415
Average Account Size

$302,067

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

Darrell Hesford Work History

Darrell has 17 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2001 - 2011 (10 years)

Wells Fargo Investments, LLC

Disclosures

Darrell Hesford has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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