Derrick
Alderman

Wells Fargo Clearing Services, LLC

CRD#5563555
Investment Advisor
in Orlando, FL
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About this Advisor

Derrick Alderman is a certified financial planner who works in Orlando, Florida. Currently a registered financial advisor at Wells Fargo Clearing Services, LLC, they have accrued 10 years of work experience. Alderman maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Alderman is registered to work with investors in Florida, Indiana and Texas. Their career trajectory has included roles at Edward Jones, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Orlando, Florida, and operates out of 6,557 other offices across the nation. In total, Wells Fargo Clearing Services, LLC manages $473 billion in assets dispersed across 1,432,715 client accounts and retains more than 26,409 people. The amount of assets the firm manages places it among the largest investment advisory firms in the United States. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 39% of the firm's customers are high-net-worth individuals, meaning they have more 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 66, 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

800 N Magnolia Ave Ste 1401
Orlando, FL 32803

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

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

26,409

FL Average: 458
Total Number of Accounts

1,432,715

FL Average: 33,415
Average Account Size

$330,143

FL 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

Derrick Alderman Work History

Derrick has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2010 - 2016 (6 years)

Wells Fargo Advisors LLC

2008 - 2010 (2 years)

Edward Jones

Disclosures

Derrick Alderman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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