Best Investors Account Sign in

Perry Paul Learned

Wells Fargo Clearing Services, LLC

Vero Beach, FL

CRD 3156662

Claim This Profile
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 2011-02-16
FL RA APPROVED 2008-01-01
  • TX RA
    APPROVED_RES
    Since 2011-02-16
  • FL RA
    APPROVED
    Since 2008-01-01

Branch Locations

3545 Ocean Dr, Vero Beach, FL 32963 • 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
Self Employed Vero Beach FL 08/1998 Present
Wells Fargo Advisors Llc Vero Beach FL 05/2009 11/2016
Wells Fargo Clearing Services, Llc Vero Beach FL 11/2016 Present
  • 08/1998 → Present
    Self Employed
    Vero Beach, FL
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Vero Beach, FL
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Vero Beach, FL
Previous Registrations
  • 1999-01-12 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Vero Beach, FL
    St. Louis, MO
    Vero Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-15
S63 Uniform Securities Agent State Law Examination 1999-01-14
  • S65 Uniform Investment Adviser Law Examination
    2020-07-15
  • S63 Uniform Securities Agent State Law Examination
    1999-01-14
Other Names
  • Perry Paul Learned

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
CORRY CAPITAL ADVISORS, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

MICHAEL JOHN CURLEY
MICHELLE ANN DAVIS
WILLIAM GARDNER JOHNSON

Nearby Offices

MORGAN STANLEY · Vero Beach, FL
WELLS FARGO CLEARING SERVICES, LLC · VERO BEACH, FL
CORRY CAPITAL ADVISORS, LLC · VERO BEACH, FL

More in Vero Beach, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor