Frank
Willis

Wells Fargo Clearing Services, LLC

CRD#6050642
Investment Advisor
in Torrance, CA

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About this Advisor

Frank Willis is a financial advisor located in Torrance, California. Currently a registered advisor with Wells Fargo Clearing Services, LLC, they have gathered 11 years of work experience as a financial advisor. Willis has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative. Willis is able to act as an advisor based out of California. Willis has gained experience at Ubs, Merill Lynch, University Of Arizona, Merrill Lynch, Pierce, Fenner & Smith Inc, Jp Morgan Securities, LLC, Jp Morgan Chase Bank, Bank Of America, N.A and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Torrance, California, and operates out of 6,405 offices in the nation. As a company, Wells Fargo Clearing Services, LLC oversees $433 billion in assets covering 1,434,106 accounts and retains more than 26,352 people. The firm's total assets under management places it among the largest firms in the nation. The firm manages 1,069,499 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 39% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Wells Fargo Clearing Services, LLC provides 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 65, Series 63

Years of Experience

12 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

21323 Hawthorne Blvd
Torrance, CA 90503

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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

Frank Willis Work History

Frank has 12 years of experience.

2018 - Present (2 years)

Wells Fargo Clearing Services, LLC

2014 - 2014 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2018 (4 years)

Bank Of America, N.A

2013 - 2014 (1 year)

Jp Morgan Securities, LLC

2012 - 2012 (< 1 year)

Ubs

2012 - 2014 (2 years)

Jp Morgan Chase Bank

2011 - 2011 (< 1 year)

Merill Lynch

2011 - 2012 (1 year)

University Of Arizona

2008 - 2011 (3 years)

University Of Arizona

Disclosures

Frank Willis has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Joshua Nowasell
San Francisco, CA
Lucas Widoff
Eugene, OR
Paul Milnes
Wayne, PA
Charles Kitts
Austin, TX
Ashley Watumull
San Francisco, CA
Stephen Harper
Washington, DC
Randall Skaggs
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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