Timothy
Flanigan

Wells Fargo Clearing Services, LLC

CRD#5294298
Investment Advisor
in Washington, DC
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About this Advisor

Timothy Flanigan is a certified financial planner operating in Washington, D.C., who has been in the financial industry for 11 years. Flanigan works at Wells Fargo Clearing Services, LLC. During their career, Flanigan has held roles at Wachovia Securities, Wells Fargo Advisors LLC, Investment Professionals Inc and Wells Fargo Clearing Services LLC. Flanigan holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Washington, D.c. and Texas. Wells Fargo Clearing Services, LLC is a financial advisory business that has its headquarters in Washington, D.C. The investment advisory business has offices in 6,557 locations and a total of 26,409 financial advisors. It controls $473 billion in total assets among its 1,432,715 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 6,248 charities and foundations. Of its 1,432,715 customer accounts, 39% belong to high-net-worth clients who have more than $1 million in assets. The firm offers a diverse array 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 charged by financial advisors vary depending on which services the firm provides the client. 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

5301 Wisconsin Ave Nw Ste 400
Washington, DC 20015

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

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

26,409

DC Average: 458
Total Number of Accounts

1,432,715

DC Average: 33,415
Average Account Size

$330,143

DC 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

Timothy Flanigan Work History

Timothy has 11 years of experience.

2017 - Present (2 years)

Wells Fargo Clearing Services LLC

2015 - 2017 (2 years)

Investment Professionals Inc

2009 - 2015 (6 years)

Wells Fargo Advisors LLC

2007 - 2009 (2 years)

Wachovia Securities

Disclosures

Timothy Flanigan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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