Zachary
Beck

Wells Fargo Clearing Services, LLC

CRD#3201706
Investment Advisor
in Portland, OR
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About this Advisor

Zachary Beck is a certified financial planner whose office is in Portland, Oregon. Currently a registered advisor at Wells Fargo Clearing Services, LLC, they have accumulated 15 years of professional experience in the financial advisory industry. Beck maintains a Series 63 license, certifying the advisor as a securities broker. Beck can advise investors based out of Oregon and Texas. Their career trajectory has included roles at Wells Fargo Advisors LLC, Wm Financial Services, Inc, Chase Investment Services Corp, Wells Fargo Investments, LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Portland, Oregon, and has 6,557 locations in the nation. In total, Wells Fargo Clearing Services, LLC oversees $473 billion in assets throughout 1,432,715 client accounts and retains more than 26,409 people. The firm's total assets under management places it among the largest investment advisory firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 39% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Wells Fargo Clearing Services, LLC provides 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

15 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

6785 Sw Beaverton Hillsdale Hwy
Portland, OR 97225

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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

Zachary Beck Work History

Zachary has 15 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2009 - 2009 (< 1 year)

Chase Investment Services Corp

2009 - 2011 (2 years)

Wells Fargo Investments, LLC

2003 - 2009 (6 years)

Wm Financial Services, Inc

Disclosures

Zachary Beck has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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