John
Reagan

Wells Fargo Clearing Services, LLC

CRD#2999674
Investment Advisor
in Dallas, TX
Are you John Reagan? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Reagan is a certified financial planner operating in Dallas, Texas, with 17 years in the industry. Reagan is an employee of Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Citigroup Global Markets Inc, Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Reagan has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Wells Fargo Clearing Services, LLC is a financial advisory firm that has its headquarters in Dallas, Texas. It has offices in 6,557 locations and a total of 26,409 people on staff. It administers $473 billion in assets between its 1,432,715 customer accounts, making it one of the largest firms in the United States by assets under management. The firm advises 6,248 charitable organizations. Of its 1,432,715 customer accounts, 39% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company has a number of services, such as 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 for financial advice largely vary depending on the financial services. Fee types charged by Wells Fargo Clearing Services, LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

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

1445 Ross Ave 44Th Fl [Te-Rbo]
Dallas, TX 75202

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

John Reagan Work History

John has 17 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2009 (0 years)

Wachovia Securities, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2001 - 2009 (8 years)

Citigroup Global Markets Inc

Disclosures

John Reagan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started