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Feng Taylor

Wells Fargo Clearing Services, LLC

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About Feng Taylor

Feng Taylor is an investment advisor representative with Wells Fargo Clearing Services, LLC. Feng has been in the securities industry for over 10 years. Feng has a strong background in financial services, having previously worked at Oppenheimer & Co. Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Ameriprise Financial Services, LLC. Feng is licensed to provide investment advice in Alaska, Arizona, California, Florida, Idaho, Oregon, Texas, Utah, and Washington. Feng has a wide range of experience, including portfolio management for individuals and businesses, investment consulting services to institutional clients, and financial planning.

Firm Information

Feng Taylor 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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Feng Taylor’s Registration & Firm History

WA

04/16/2024 - Present

Wells Fargo Clearing Services, LLC (SEATTLE WA)

OR

07/08/2022 - 04/08/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)

WA

01/07/2022 - 05/27/2022

AMERIPRISE FINANCIAL SERVICES, LLC (Seattle WA)

WA

08/14/2021 - 10/29/2021

OPPENHEIMER & CO. INC. (BELLEVUE WA)

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Licenses & Designations

BOTH

Issued 01/23/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/22/2024

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/11/2024

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 08/14/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/24/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Feng Taylor.
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