David
Belanger

Wells Fargo Clearing Services, LLC

CRD#4055686
Investment Advisor
in Dallas, TX
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About this Advisor

David Belanger is a certified financial planner located in Dallas, Texas. Currently a registered advisor with Wells Fargo Clearing Services, LLC, Belanger has 19 years of work experience. Belanger has Series 63 and Series 66 licenses, which certify the advisor as a securities agent. Belanger is able to work with investors based out of Texas. Over the course of their career, they have held roles at Sagepoint Finanical Services, Charles Schwab & Co., Inc, Charles Schwab Bank, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Ing Financial Partners, Inc, Raymond James & Associates, Aig Advisor Group and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is located in Dallas, Texas, and operates out of 6,557 additional locations throughout the nation. As a registered advisory firm, Wells Fargo Clearing Services, LLC manages $473 billion in assets throughout 1,432,715 accounts and retains more than 26,409 people. The firm's total assets under management places it among the largest financial advisory firms in the nation. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Wells Fargo Clearing Services, LLC can provide 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, Series 66, Certified Financial Planner

Years of Experience

19 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

David Belanger Work History

David has 19 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2016 - 2016 (0 years)

Wells Fargo Advisors LLC

2014 - 2016 (2 years)

Aig Advisor Group

2013 - 2014 (1 years)

Raymond James & Associates

2012 - 2012 (0 years)

Ing Financial Partners, Inc

2011 - 2012 (1 years)

Usaa Financial Advisors, Inc

2011 - 2012 (1 years)

Usaa Financial Planning Services

2010 - 2011 (1 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2009 - 2010 (1 years)

Sagepoint Finanical Services

2007 - 2009 (2 years)

Charles Schwab Bank, N.A

1999 - 2009 (10 years)

Charles Schwab & Co., Inc

Disclosures

David Belanger has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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