Laird
Johnson

Wells Fargo Clearing Services, LLC

CRD#1448009
Investment Advisor
in Dallas, TX
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About this Advisor

Laird Johnson is a certified financial planner working out of Dallas, Texas, who has been in the industry for 10 years. Johnson is currently employed by Wells Fargo Clearing Services, LLC. During their career, Johnson has held roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Johnson maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to operate in Texas. Wells Fargo Clearing Services, LLC is a financial advisory business that has its headquarters in Dallas, Texas. The company has offices in 6,557 locations and a total of 26,409 employees. It oversees $473 billion in assets between its 1,432,715 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 6,248 charities and foundations. Of its 1,432,715 customer accounts, 39% are associated with high-net-worth investors who have greater than $1 million in investable assets. Wells Fargo Clearing Services, LLC provides a number 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. Fees charged by financial advisors usually are based on the financial services offered. However, fee types charged by Wells Fargo Clearing Services, LLC likely consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, 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

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

Laird Johnson Work History

Laird has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 years)

Wachovia Securities, LLC

Disclosures

Laird Johnson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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