Joshua
Bousfield

Wells Fargo Clearing Services, LLC

CRD#5975318
Investment Advisor
in Orlando, FL
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About this Advisor

Joshua Bousfield is a certified financial planner operating in Orlando, Florida, with a total of 12 years of work experience. Bousfield is an advisor for Wells Fargo Clearing Services, LLC. During their career, the advisor has held roles at Wells Fargo Clearing Services, LLC, Na, Wells Fargo Financial, Wells Fargo Bank Na, Wells Fargo Advisors LLC, Suntrust Bank, Suntrust Investment Services, Inc, Suntrust Advisory Services, Inc and University Of Central Fla. Bousfield maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can advise clients in Florida and Texas. Wells Fargo Clearing Services, LLC is a business that has its headquarters in Orlando, Florida. The investment advisory business has offices in 6,557 locations and a total of 26,409 advisors. It handles $473 billion in assets under management across its 1,432,715 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 6,248 charities and foundations. Of its 1,432,715 customer accounts, 39% are held by high-net-worth clients who have greater than $1 million in assets. Wells Fargo Clearing Services, LLC performs a broad array 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 for financial management are based on the financial services. Fees charged by Wells Fargo Clearing Services, LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

12 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 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

Joshua Bousfield Work History

Joshua has 12 years of experience.

2018 - Present (1 year)

Wells Fargo Clearing Services, LLC

2018 - 2018 (< 1 year)

Suntrust Bank

2018 - 2018 (< 1 year)

Suntrust Investment Services, Inc

2018 - 2018 (< 1 year)

Suntrust Advisory Services, Inc

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors LLC

2010 - 2013 (3 years)

Wells Fargo Bank Na

2009 - 2009 (< 1 year)

Na

2009 - 2010 (1 year)

Wells Fargo Financial

2006 - 2008 (2 years)

University Of Central Fla

Disclosures

Joshua Bousfield has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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