Patrick
Briggs

Wells Fargo Clearing Services, LLC

CRD#3220706
Investment Advisor
in San Diego, CA
Are you Patrick Briggs? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Patrick Briggs is an advisor who is based out of San Diego, California. Currently an advisor at Wells Fargo Clearing Services, LLC, they have accumulated 11 years of experience in the financial advisory industry. Briggs maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Briggs can serve customers based out of California. Their career trajectory has included 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 San Diego, California, and operates out of 6,557 brick-and-mortar locations throughout the country. Overall, Wells Fargo Clearing Services, LLC oversees $473 billion in assets throughout 1,432,715 client accounts and retains more than 26,409 people. The firm's total assets under management makes it one of the biggest 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 investment firm's investors are high-net-worth individuals, meaning they have over $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

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

4655 Executive Dr Ste 1000 [Sc/Sj-Rbo]
San Diego, CA 92121

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Patrick Briggs Work History

Patrick has 11 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2007 - 2011 (4 years)

Wells Fargo Investments, LLC

Disclosures

Patrick Briggs has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started