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Dal Jeff Youn

Wells Fargo Clearing Services, LLC

El Dorado Hills, CA

CRD 2734060

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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_RES 2024-08-01
CA RA APPROVED 2004-08-27
  • TX RA
    APPROVED_RES
    Since 2024-08-01
  • CA RA
    APPROVED
    Since 2004-08-27

Branch Locations

4364 Town Center Blvd Ste 220, El Dorado Hills, CA 95762 • 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 Advisors Llc Folsom CA 05/2009 11/2016
Wells Fargo Clearing Services, Llc Folsom CA 11/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-10-29
S63 Uniform Securities Agent State Law Examination 1996-06-25
  • S65 Uniform Investment Adviser Law Examination
    2005-10-29
  • S63 Uniform Securities Agent State Law Examination
    1996-06-25
Other Names
  • Dal Young
  • Dalhyun Youn

View on SEC IAPD

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ARROWROOT FAMILY OFFICE, LLC · EL DORADO HILLS, CA
LIFEWORKS ADVISORS, LLC · EL DORADO HILLS, CA
ROSSI FINANCIAL GROUP · EL DORADO HILLS, CA

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