Richard
Williamson

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.