David
Harrison

Wells Fargo Clearing Services, LLC

CRD#1766187
Investment Advisor
in San Diego, CA
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About this Advisor

David Harrison is a certified financial planner in San Diego, California. Currently a registered investment advisor at Wells Fargo Clearing Services, LLC, they have accrued 15 years of experience as a registered advisor. Harrison maintains Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Harrison is registered to work with investors in California. The advisor has gained experience at Wachovia Securities LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in San Diego, California, and operates out of 6,557 brick-and-mortar locations throughout the United States. Overall, Wells Fargo Clearing Services, LLC manages $473 billion in assets across 1,432,715 client accounts and retains more than 26,409 people. The amount of assets the firm manages places it among the largest firms in the nation. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Wells Fargo Clearing Services, LLC offers 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 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

600 W Broadway Ste 1450 One America Plaza
San Diego, CA 92101

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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

David Harrison Work History

David has 15 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2003 - 2009 (6 years)

Wachovia Securities LLC

Disclosures

David Harrison has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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