Deborah
Popp

Wells Fargo Clearing Services, LLC

CRD#2392809
Investment Advisor
in Missoula, MT

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About this Advisor

Deborah Popp is a financial advisor working in Missoula, Montana, who has been in the advisory business for 10 years. Popp currently works for Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at U.S. Bancorp Investments, Inc, Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Popp has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Montana and Texas. Wells Fargo Clearing Services, LLC is an advisory business that has its headquarters in Missoula, Montana. The firm has offices in 6,239 locations and a total of 25,711 employees. It oversees $511 billion in assets under management across its 1,430,874 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 5,773 charitable organizations. Of its 1,430,874 client accounts, 41% belong to high-net-worth investors who have greater than $1 million in investable assets. Wells Fargo Clearing Services, LLC has a wide assortment of services, such as 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 fees usually depend on which service is provided. However, fee types billed by Wells Fargo Clearing Services, LLC likely include any combination of 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

No

Office Location

1800 S Russell St
Missoula, MT 59801

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

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

25,711

MT Average: 458
Total Number of Accounts

1,430,874

MT Average: 33,415
Average Account Size

$357,078

MT 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

Deborah Popp Work History

Deborah has 10 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

2010 - 2016 (6 years)

U.S. Bancorp Investments, Inc

Disclosures

Deborah Popp has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Connor Flannery
New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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