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William Taylor Blakeman

Wells Fargo Clearing Services, LLC

Metairie, LA

CRD 7294422

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Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-21
LA RA APPROVED 2020-11-02
  • TX RA
    APPROVED
    Since 2021-01-21
  • LA RA
    APPROVED
    Since 2020-11-02

Branch Locations

111 Veterans Memorial Blvd Ste 1800, Metairie, LA 70005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Metairie LA 08/2020 Present
Paradise Outfitters Venice LA 10/2018 06/2020
Boil Boss Harahan LA 02/2017 10/2018
Liziards Lodge Hunting Club Slidell LA 10/2013 01/2017
  • 08/2020 → Present
    Wells Fargo Clearing Services, Llc
    Metairie, LA
  • 10/2018 → 06/2020
    Paradise Outfitters
    Venice, LA
  • 02/2017 → 10/2018
    Boil Boss
    Harahan, LA
  • 10/2013 → 01/2017
    Liziards Lodge Hunting Club
    Slidell, LA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-02
  • S66 Uniform Combined State Law Examination
    2020-11-02
Other Names
  • William Blakeman

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Nearby Investors

RUFUS PRADOS CRESSEND
Ellen Alisse Geissal Morvant
James Anthony Ray

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Metairie, LA
AMERITAS ADVISORY SERVICES, LLC · Metairie, LA
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · Metairie, LA

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