David
Mcclanahan

Wells Fargo Clearing Services, LLC

CRD#5985301
Investment Advisor
in Atlanta, GA
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About this Advisor

David Mcclanahan is a certified financial planner operating in Atlanta, Georgia, who has been in the financial industry for 13 years. Mcclanahan is an advisor for Wells Fargo Clearing Services, LLC. During their career, Mcclanahan has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Northwestern Mutual Life Insurance Company, River Church Of Acworth, Northwestern Mutual Investment Services, LLC, Morgan Stanley, Wells Fargo Bank, Na, Wells Fargo Advisors and Wells Fargo Clearing Services, LLC. Mcclanahan maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Georgia and Texas. Wells Fargo Clearing Services, LLC is an advisory company headquartered in Atlanta, Georgia. The company has offices in 6,557 locations and a total of 26,409 people on staff. It has $473 billion in total assets among its 1,432,715 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 6,248 charities and foundations. Of its 1,432,715 accounts, 39% are held by high-net-worth investors who have more than $1 million in investable assets. The company performs a number 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. A financial advisor's fee schedules typically vary depending on which services are provided. Fees billed by Wells Fargo Clearing Services, LLC most likely include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 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

3280 Peachtree Rd Ne 3Rd and 4Th Fls [Rbo]
Atlanta, GA 30305

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

GA Average: $11,469,110,461
Total Number of Employees

26,352

GA Average: 458
Total Number of Accounts

1,434,106

GA Average: 33,415
Average Account Size

$302,067

GA 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

David Mcclanahan Work History

David has 13 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2014 - Present (5 years)

Wells Fargo Bank, Na

2014 - 2016 (2 years)

Wells Fargo Advisors

2013 - 2013 (0 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2014 (1 years)

Morgan Stanley

2011 - 2013 (2 years)

Northwestern Mutual Life Insurance Company

2011 - 2013 (2 years)

Northwestern Mutual Investment Services, LLC

2005 - 2011 (6 years)

River Church Of Acworth

Disclosures

David Mcclanahan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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