Franklin
Miller

Wells Fargo Clearing Services, LLC

CRD#4148881
Investment Advisor
in San Diego, CA
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About this Advisor

Franklin Miller is a certified financial planner operating out of San Diego, California, who has 10 years of professional experience. Miller works at Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Miller has a Series 63 license, designating them as a securities representative, and can advise clients in California. Wells Fargo Clearing Services, LLC is a firm that has its headquarters in San Diego, California. It has offices in 6,557 locations and a total of 26,409 financial advisors. It controls $473 billion in assets under management between its 1,432,715 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 6,248 charities and foundations. Of its 1,432,715 accounts, 39% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business has a wide set of services, such as 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. Fees for financial advisory services usually vary depending on the services offered. However, fees billed by Wells Fargo Clearing Services, LLC likely consist of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, 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

13520 Evening Creek Dr N Ste 500
San Diego, CA 92128

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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

Franklin Miller Work History

Franklin has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 years)

Wachovia Securities, LLC

Disclosures

Franklin Miller has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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