First Clearing

Financial Services - St. Louis, MO, US

First Clearing Senior Management
Craig Avery

Head of Business Development & Client Services | Managing Director

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Bill Coppel

Chief Client Growth Officer/Managing Director

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First Clearing Details

First Clearing is a clearing and custody services business, serving broker dealers and registered investment advisors nationwide. Driven by a strong and abiding commitment to the power of relationship, our mission is to help our client firms create and grow successful businesses. Through our affiliation with Wells Fargo & Company, we provide access to vast resources to help you address all aspects of your business, empowering you to deliver the client experience you desire.We believe our experience working with quality firms for more than three decades has not only garnered us a reputation for questioning the status quo, but it also allows us to envision what lies ahead and innovate for the next generation.It's your vision, your business, and your legacy. And we're with you every step of the way.First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. © 2022 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and registered investment advisors and does not provide services to the general public. CAR-0322-03009

First Clearing logo, First Clearing contact details
Employees: 1000 - 4999
HQ: 888-322-2532
Location: St. Louis, MO, US
Revenue: 5 - 10 Million
Technology & Operational Solutions Risk Management & Compliance Tools and Consulting Practice Management Support and Professional Development for Advisors and Firm Leaders Thought-Provoking Industry Event and Forum Experiences for Firm Leaders and Advisors Advisor Workstation and Product Solutions Operational and Risk Management Support Practice Management and Development Programs Industry Event and Forum Experiences for Firm Leaders and Advisors We help broker-dealers and RIAs grow their businesses in three ways: recruiting and retaining financial professionals facilitating merger & acquisition opportunities helping financial professionals redefine their value through professional development programs. facilitating merger & acquisition opportunities
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