Keith Vanderveen Wells Fargo Palm Beach Gardens

Joshua
Vanderveen

Wells Fargo Clearing Services, LLC

CRD#5774215

Investment Advisor

in West Palm Beach, FL

About this Advisor

Joshua Vanderveen is a financial advisor who works in West Palm Beach, Florida, who has 11 years of work experience. Vanderveen is on the advisory team at Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Vanderveen has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Florida, Illinois and Texas. Wells Fargo Clearing Services, LLC is a company that has its headquarters in West Palm Beach, Florida. The investment advisory business has offices in 5,627 locations and a total of 21,510 financial advisors. It handles $648 billion in assets under management among its 1,477,661 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 6,968 charitable organizations. Of its 1,477,661 customer accounts, 44% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm performs a broad set 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. Fees for financial management depend on which service is offered. Fees charged by Wells Fargo Clearing Services, LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$647,795,506,834

FL Average: $11,469,110,461

Total Number of Employees

21,510

FL Average: 458

Total Number of Accounts

1,477,661

FL Average: 33,415

Average Account Size

$438,393

FL 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

Joshua Vanderveen Work History

Joshua has 11 years of experience.

2016 - Present (6 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors, LLC

Disclosures

Joshua Vanderveen has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset's profiles.

This page contains links to SmartAsset's financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Source: https://smartadvisormatch.com/advisor-network/florida/joshua-vanderveen-5774215

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