James
Neyman

Wells Fargo Clearing Services, LLC

CRD#1631396
Investment Advisor
in Orlando, FL
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About this Advisor

James Neyman is a financial advisor based in Orlando, Florida, who has been in the industry for 15 years. Neyman is an advisor for Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Neyman maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida. Wells Fargo Clearing Services, LLC is an advisory firm that has its headquarters in Orlando, Florida. The investment advisory business has offices in 6,557 locations and a total of 26,409 people on staff. It controls $473 billion in assets between its 1,432,715 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 6,248 charitable organizations. Of its 1,432,715 client accounts, 39% are held by high-net-worth investors who have at least $1 million in assets. Wells Fargo Clearing Services, LLC provides a broad set of services, including 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 largely are based on which services are provided. However, fees charged by Wells Fargo Clearing Services, LLC most likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

15 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

$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

James Neyman Work History

James has 15 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2003 - 2009 (6 years)

Wachovia Securities, LLC

Disclosures

James Neyman has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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