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Blake G Cullen

Wells Fargo Clearing Services, LLC

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About Blake G Cullen

Blake Cullen is a financial advisor at Wells Fargo Clearing Services, LLC. Blake has been in the industry since September 2015 and has experience with several firms including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, and Sagepoint Financial, Inc. Blake is registered to provide investment advice in Florida. Blake is also a licensed investment advisor representative in Florida. Blake specializes in providing financial advice to individuals, businesses, charitable organizations, and high-net-worth individuals.

Firm Information

Blake Cullen is currently registered with Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is a Limited Liability Company formed in March 2003 and headquartered in St. Louis, Missouri. They offer a variety of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. With over $10 billion to $50 billion in assets under management, the firm provides services to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, pension plans, and state or municipal government entities. They are registered with the SEC and all 50 states.
Wells Fargo Clearing Services, LLC

ONE NORTH JEFFERSON AVENUE

ST. LOUIS, MO 63103-2205

$558.46B

Assets Under Management

5,927

Total Clients

17,168

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services to institutional clients

Investment consulting services to institutional clients

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Blake Cullen’s Registration & Firm History

FL

12/10/2024 - Present

Wells Fargo Clearing Services, LLC (JACKSONVILLE FL)

GA

09/21/2022 - 08/23/2024

TRIAD ADVISORS LLC (ATLANTA GA)

NE

09/21/2022 - 06/14/2024

SECURITIES AMERICA, INC. (LAVISTA NE)

MN

09/21/2022 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

GA

09/21/2022 - 11/03/2023

FSC SECURITIES CORPORATION (ATLANTA GA)

AZ

09/20/2022 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

FL

12/08/2016 - 09/01/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

FL

08/10/2015 - 11/15/2016

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 12/13/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/17/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/18/2019

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/07/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Blake G Cullen.
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