Valentino
Fehlmann

Wells Fargo Clearing Services, LLC

CRD#4810879
Investment Advisor
in Los Angeles, CA
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About this Advisor

Valentino Fehlmann is a certified financial planner working in Los Angeles, California, who has 11 years of professional experience. Fehlmann is an employee of Wells Fargo Clearing Services, LLC. During their career, Fehlmann has held roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Fehlmann holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in California and Texas. Wells Fargo Clearing Services, LLC is an advisory business headquartered in Los Angeles, California. The investment advisory business has offices in 6,557 locations and a total of 26,409 advisors. It has $473 billion in assets across its 1,432,715 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 6,248 charitable organizations. Of its 1,432,715 accounts, 39% belong to high-net-worth clients who have at least $1 million in investable assets. Wells Fargo Clearing Services, LLC has a broad 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 management largely vary depending on which service is provided. However, fees billed by Wells Fargo Clearing Services, LLC can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

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

10877 Wilshire Blvd Ste 1700
Los Angeles, CA 90024

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

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

26,409

CA Average: 458
Total Number of Accounts

1,432,715

CA Average: 33,415
Average Account Size

$330,143

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

Valentino Fehlmann Work History

Valentino has 11 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2007 - 2009 (2 years)

Wachovia Securities, LLC

Disclosures

Valentino Fehlmann has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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