Richard
Williamson

Wells Fargo Clearing Services, LLC

CRD#2790290
Investment Advisor
in Orlando, FL
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About this Advisor

Richard Williamson is a financial advisor who is based out of Orlando, Florida. Currently an advisor at Wells Fargo Clearing Services, LLC, Williamson has 10 years of professional experience. Williamson holds Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Williamson is registered to advise investors based out of Florida. Throughout their career, they have worked at Morgan Stanley Private Bank, National Association, Morgan Keegan & Co. Inc, Morgan Stanley Smith Barney and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Orlando, Florida, and operates out of 6,557 offices in the nation. Overall, Wells Fargo Clearing Services, LLC oversees $473 billion in assets dispersed across 1,432,715 accounts and employs more than 26,409 people. The amount of assets the firm manages places it among the largest financial advisory firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 39% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Wells Fargo Clearing Services, LLC offers 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 63, Series 65

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

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

Richard Williamson Work History

Richard has 10 years of experience.

2017 - Present (2 years)

Wells Fargo Clearing Services, LLC

2015 - 2017 (2 years)

Morgan Stanley Private Bank, National Association

2011 - 2015 (4 years)

Morgan Stanley Smith Barney

2008 - 2011 (3 years)

Morgan Keegan & Co. Inc

Disclosures

Richard Williamson has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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