George
Farley

Wells Fargo Clearing Services, LLC

CRD#5681576
Investment Advisor
in Orlando, FL
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About this Advisor

George Farley is a certified financial planner who works in Orlando, Florida, with 14 years of professional experience. Farley is an employee of Wells Fargo Clearing Services, LLC. During their career, Farley has held roles at Healthcare Scouts, Astrazeneca, Edward Jones, Bb&T Investment Services, Inc, Rental Income, Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Farley maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Florida and Texas. Wells Fargo Clearing Services, LLC is a registered investment company headquartered in Orlando, Florida. The investment advisory business has offices in 6,557 locations and a total of 26,409 employees. It handles $473 billion in assets under management across its 1,432,715 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 6,248 charitable organizations. Of its 1,432,715 customer accounts, 39% belong to high-net-worth individuals who have greater than $1 million in assets. Wells Fargo Clearing Services, LLC has a number 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 which services the firm provides the client. However, fees charged by Wells Fargo Clearing Services, LLC likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 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

Yes

Office Location

800 N Magnolia Ave Ste 900 [Rbo]
Orlando, FL 32803

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

FL Average: 458
Total Number of Accounts

1,434,106

FL Average: 33,415
Average Account Size

$302,067

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

George Farley Work History

George has 14 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2013 - Present (6 years)

Rental Income

2012 - 2014 (2 years)

Bb&T Investment Services, Inc

2009 - 2009 (0 years)

Healthcare Scouts

2009 - 2012 (3 years)

Edward Jones

2004 - 2009 (5 years)

Astrazeneca

Disclosures

George Farley has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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