#David reiss dallas professional

#David reiss dallas professional

To report any data inconsistencies or errors, please named financial professional and firm have not reviewed, approved, or endorsed this profile andĪre not responsible for its accuracy. The content in this profile was updated by SmartAsset on using publicly available data The firm may charge clients asset-based, hourly, fixed and commission-based fees. Wells Fargo Clearing Services, LLC can offer 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. Currently 41% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. The firm manages 1,080,075 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion.

The amount of assets the firm manages makes it one of the largest financial advisory firms in the United States. In total, Wells Fargo Clearing Services, LLC manages $511 billion in assets across 1,430,874 client accounts and employs more than 25,711 people. Wells Fargo Clearing Services, LLC is headquartered in La Jolla, California, and operates out of 6,239 additional offices in the country. Reiss has gained experience at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC.

Reiss is registered to serve investors in California and Texas.

Reiss maintains Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Currently a registered investment advisor with Wells Fargo Clearing Services, LLC, Reiss has 11 years of work experience. David Reiss is an advisor whose office is in La Jolla, California.