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Timothy Jay Golden

Wells Fargo Clearing Services, LLC

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About Timothy Jay Golden

Timothy Golden is a financial advisor with over 30 years of experience in the industry. Timothy currently works for Wells Fargo Clearing Services, LLC and is registered to provide investment advice in Colorado and Texas. Timothy has a wide range of experience working with different clients including individuals, corporations, businesses, and charitable organizations. Timothy is also a Certified Financial Planner.

Firm Information

Timothy Golden 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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Timothy Golden’s Registration & Firm History

CO

04/21/2015 - Present

Wells Fargo Clearing Services, LLC (PARKER CO)

CO

12/07/2006 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (CENTENNIAL CO)

CO

07/29/2005 - 12/07/2006

NEXT FINANCIAL GROUP, INC. (GOLDEN CO)

CO

01/05/2004 - 08/01/2005

J. SCOTT SECURITIES CORP. (GOLDEN CO)

NE

11/22/2000 - 01/13/2004

SECURITIES AMERICA, INC. (LAVISTA NE)

NY

10/09/2000 - 11/16/2000

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

IA

02/08/2000 - 10/03/2000

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

PA

07/29/1996 - 06/23/1998

ING AMERICA EQUITIES, INC. (WEST CHESTER PA)

IL

03/27/1995 - 07/14/1995

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

NY

08/26/1991 - 03/13/1995

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

MO

09/20/1989 - 02/15/1990

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

MN

02/28/1989 - 10/04/1989

MILLER & SCHROEDER FINANCIAL, INC. (MINNEAPOLIS MN)

NY

04/11/1988 - 08/06/1988

SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)

NA

11/29/1983 - 04/11/1988

E. F. HUTTON & COMPANY INC

NA

08/18/1983 - 09/30/1983

SHEARSON/AMERICAN EXPRESS INC.

NA

06/22/1983 - 08/22/1983

CHILES, HEIDER & CO., INC.

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Licenses & Designations

BC

Issued 05/23/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/1983

Series 7 - General Securities Representative Examination

BC

Issued 12/15/1982

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Timothy Jay Golden.
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