Richard
Williamson
Wells Fargo Clearing Services, LLC
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Wells Fargo Clearing Services, LLC Brokerage Details

$473,000,358,971

26,409

1,432,715

$330,143

Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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.
Wells Fargo Clearing Services, LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
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.
