Benjamin
Draper

Wells Fargo Clearing Services, LLC

CRD#6849033
Investment Advisor
in Draper, UT

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About this Advisor

Benjamin Draper is a financial advisor who works in Draper, Utah, who has 13 years in the industry. Draper is currently employed by Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wells Fargo Clearing Services, LLC and Wells Fargo Bank, Na. Draper has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Utah. Wells Fargo Clearing Services, LLC is a financial advisory firm that has its headquarters in Draper, Utah. It has offices in 6,557 locations and a total of 26,409 employees. It manages $473 billion in assets under management across its 1,432,715 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 6,248 charitable organizations. Of its 1,432,715 accounts, 39% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has 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. Financial advisory fee schedules usually are based on which service is offered. However, fee types billed by Wells Fargo Clearing Services, LLC may include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 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

322 E 12300 S
Draper, UT 84020

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

UT Average: 458
Total Number of Accounts

1,434,106

UT Average: 33,415
Average Account Size

$302,067

UT 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

Benjamin Draper Work History

Benjamin has 13 years of experience.

2017 - Present (2 years)

Wells Fargo Clearing Services, LLC

2005 - Present (14 years)

Wells Fargo Bank, Na

Disclosures

Benjamin Draper has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Amar Mehta
Jenkintown, PA
Clifford Wichmann
Walnut Creek, CA
Thomas Kimmett
Lemoyne, PA
Steven Fleisher
Conshohocken, PA
David Christians
Duluth, MN
Jean Dutt
Aberdeen, SD
Mario Rivero
Elizabeth, NJ
Lawrence Fleming
Walnut Creek, CA

This content was compiled from the SEC and FINRA.

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