Troy
Johnston

Wells Fargo Clearing Services, LLC

CRD#2088699
Investment Advisor
in Portland, OR
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About this Advisor

Troy Johnston is a financial advisor who works in Portland, Oregon, who has 17 years of professional experience. Johnston works at Wells Fargo Clearing Services, LLC. During their career, the advisor has held roles at Wells Fargo Advisors LLC, Citigroup Global Markets Inc, Wells Fargo Investments, LLC and Wells Fargo Clearing Services, LLC. Johnston has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Oregon. Wells Fargo Clearing Services, LLC is a company based in Portland, Oregon. It has offices in 6,557 locations and a total of 26,409 financial advisors. It oversees $473 billion in assets among its 1,432,715 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 6,248 charities and foundations. Of its 1,432,715 customer accounts, 39% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a broad assortment 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. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fees charged by Wells Fargo Clearing Services, LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

17 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

1300 Sw 5Th Ave 15Th and 18Th Fls [Rbo]
Portland, OR 97201

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

OR Average: 458
Total Number of Accounts

1,434,106

OR Average: 33,415
Average Account Size

$302,067

OR 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

Troy Johnston Work History

Troy has 17 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2009 - 2011 (2 years)

Wells Fargo Investments, LLC

2001 - 2009 (8 years)

Citigroup Global Markets Inc

Disclosures

Troy Johnston has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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