Bradley
Wilson

Wells Fargo Clearing Services, LLC

CRD#5061753
Investment Advisor
in Dallas, TX
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About this Advisor

Bradley Wilson is a certified financial planner operating in Dallas, Texas, who has 12 years of work experience. Wilson currently works for Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Wells Fargo Clearing Services, LLC, Wachovia Securities, LLC and Wells Fargo Advisors LLC. Wilson has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Wells Fargo Clearing Services, LLC is a financial advisory business that has its headquarters in Dallas, Texas. The firm has offices in 6,557 locations and a total of 26,409 financial advisors. It has $473 billion in total assets between its 1,432,715 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 6,248 charities and foundations. Of its 1,432,715 client accounts, 39% belong to high-net-worth clients who have greater than $1 million in assets. Wells Fargo Clearing Services, LLC offers a wide array 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. Financial management fee schedules typically vary depending on the type of services. However, fees billed by Wells Fargo Clearing Services, LLC likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 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

100 Crescent Ct Ste 1400
Dallas, TX 75201

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

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

26,409

TX Average: 458
Total Number of Accounts

1,432,715

TX Average: 33,415
Average Account Size

$330,143

TX 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

Bradley Wilson Work History

Bradley has 12 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2006 - 2009 (3 years)

Wachovia Securities, LLC

Disclosures

Bradley Wilson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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