Wells Fargo Clearing Services

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

55 Nod Rd Ste 110, Avon, Connecticut, 06...

Phone Number

(860) 507-7671

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Wells Fargo Clearing Services

TowerMark Wealth Management, LLC is a full-service financial company based in Avon, CT, specializing in retirement planning and estate conservation. They provide personalized financial services aimed at helping clients clarify their goals, recommend tailored solutions, and deliver timely information regarding financial conditions. The firm offers a wealth of resources, including articles, calculators, and research reports, to assist clients in understanding personal finance. Their services are intended for residents in specific U.S. states, with a focus on proactive investment planning and financial progress reviews.Explore more
Popular SearchesWells Fargo Clearing Services LLCTowerMark Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Wells Fargo Clearing Services Org Chart

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Managing Director, Investments

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Senior Registered Account Administrator

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Investments Partner

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Managing Investments Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wells Fargo Clearing Serv...

<$5M
1-10
Private
-
-
TH
Thomas HallManaging Director, Investments
$5.5M
11-50
Private
-
2017
RL
Robert LoPintoPresident Managing Partner Senior PIM Portfolio Manager
<$5M
11-50
Private
<$5M
2012
<$5M
11-50
Private
-
2008
AA
Andrew AtchisonManager, Wealth
<$5M
1-10
Private
-
2018
SB
Sherri BarnesSenior Client Associate
<$5M
1-10
Private
-
2017
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wells Fargo Clearing Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wells Fargo Clearing Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wells Fargo Clearing Services.

Wells Fargo Clearing Services Tech Stack

A closer look at the technologies used by Wells Fargo Clearing Services

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Frequently Asked Questions Regarding Wells Fargo Clearing Services

What is Wells Fargo Clearing Services's official website?
Wells Fargo Clearing Services's official website is www.towermarkwealth.com
What is Wells Fargo Clearing Services's Revenue?
Wells Fargo Clearing Services's revenue is <$5 Million
What is Wells Fargo Clearing Services's SIC code?
Wells Fargo Clearing Services's SIC: 62,628
What is Wells Fargo Clearing Services's NAICS code?
Wells Fargo Clearing Services's NAICS: 52,523
How many employees does Wells Fargo Clearing Services have?
Wells Fargo Clearing Services has 1-10 employees
What industry does Wells Fargo Clearing Services belong to?
Wells Fargo Clearing Services is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Wells Fargo Clearing Services competition?
Wells Fargo Clearing Services top competitors include: Horizon Wealth Management Group, Gear & Buchanan Wealth Management, Ascend Advisory Group, Silver Spring Capital
What technology does Wells Fargo Clearing Services use?
Some of the popular technologies that Wells Fargo Clearing Services uses are: reCAPTCHA, Cloudflare Website Optimization, Proofpoint, Google Tag Manager
How do I contact Wells Fargo Clearing Services?
Wells Fargo Clearing Services contact info: Phone number: (860) 507-7671 Website: www.towermarkwealth.com
What does Wells Fargo Clearing Services do?

TowerMark Wealth Management, LLC is a full-service financial company based in Avon, CT, specializing in retirement planning and estate conservation. They provide personalized financial services aimed at helping clients clarify their goals, recommend tailored solutions, and deliver timely information regarding financial conditions. The firm offers a... wealth of resources, including articles, calculators, and research reports, to assist clients in understanding personal finance. Their services are intended for residents in specific U.S. states, with a focus on proactive investment planning and financial progress reviews.Read More

Is Wells Fargo Clearing Services a public company?
Wells Fargo Clearing Services is private company therefore does not currently have an official ticker symbol
See more information about Wells Fargo Clearing Services

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