James
Royan

Wells Fargo Clearing Services, LLC

CRD#1171676
Investment Advisor
in Missoula, MT

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About this Advisor

James Royan is a financial advisor based in Missoula, Montana, who has been in the advisory business for 11 years. Royan is an advisor for Wells Fargo Clearing Services, LLC. Over the course of their career, they have held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Royan holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to operate in Montana and Texas. Wells Fargo Clearing Services, LLC is a company based in Missoula, Montana. The investment advisory business has offices in 6,239 locations and a total of 25,711 advisors. It administers $511 billion in assets between its 1,430,874 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 5,773 charitable organizations. Of its 1,430,874 accounts, 41% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides a wide set 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. Financial advisory fee schedules usually depend on which services the firm provides the client. However, fee types charged by Wells Fargo Clearing Services, LLC can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 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

350 Ryman St Ste 200
Missoula, MT 59802

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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

James Royan Work History

James has 11 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

James Royan has 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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