Brian
Quinn

Wells Fargo Clearing Services, LLC

CRD#2723620
Investment Advisor
in Dallas, TX
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About this Advisor

Brian Quinn is a certified financial planner based in Dallas, Texas. Currently a registered advisor with Wells Fargo Clearing Services, LLC, they have gathered 10 years of experience in the financial advisory industry. Quinn has Series 66 and Series 63 licenses, certifying the advisor as a securities agent. Quinn is registered to serve clients in Texas. During their career, the advisor has held roles at National Planning Corporation, Rosenthal Retirement Planning, Lp, Concert Wealth Management, Inc, Primerica Financial Services, Pfs Investments Inc, Silver Oak Securities, Inc, Financial Strategies Group, Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Wells Fargo Clearing Services, LLC is located in Dallas, Texas, and has 6,557 additional locations in the country. As a company, Wells Fargo Clearing Services, LLC oversees $473 billion in assets across 1,432,715 client accounts and retains more than 26,409 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the United States. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 39% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Wells Fargo Clearing Services, LLC offers 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Series 63, Certified Financial Planner

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

8115 Preston Rd Ste 300
Dallas, TX 75225

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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

Brian Quinn Work History

Brian has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2016 - 2016 (0 years)

Wells Fargo Advisors LLC

2015 - 2016 (1 years)

Primerica Financial Services

2015 - 2016 (1 years)

Pfs Investments Inc

2013 - 2013 (0 years)

Silver Oak Securities, Inc

2012 - 2013 (1 years)

Concert Wealth Management, Inc

2012 - 2013 (1 years)

Financial Strategies Group

2010 - 2011 (1 years)

National Planning Corporation

2010 - 2011 (1 years)

Rosenthal Retirement Planning, Lp

Disclosures

Brian Quinn has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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