Wells Fargo Clearing Services

Finance · Oklahoma, United States · 11-50 Employees

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Overview

Headquarters

300 N Main St Ste A, Broken Arrow, Oklah...

Phone Number

(918) 505-9300

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
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Jul
Aug
ZI Rank
1
1
1
1
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1

About Wells Fargo Clearing Services

Callaway Capital Management is a boutique investment management firm that provides tailored financial planning and investment services to individual investors, businesses, municipalities, and non-profits. The company focuses on long-term capital appreciation and income generation through proven investment management principles, including diversification and low expenses. With over 20 years of industry experience, the firm is dedicated to delivering personalized service and results for its clients. Callaway Capital Management aims to enhance clients' financial well-being by addressing their unique investment needs and concerns.Explore more
Popular SearchesWells Fargo Clearing Services LLCBroadridge Financial Solutions IncBroadridge Investor Communication Solutions IncWells Fargo Advisors Financial Network LLCSIC Code 62,628NAICS Code 52,523Show more

Wells Fargo Clearing Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wells Fargo Clearing Serv...

<$5M
11-50
Private
-
-
<$5M
11-50
Private
-
-
IP
Ike PoplinManaging Director, Owner
<$5M
11-50
Private
-
-
JP
Jacqueline PedersonRegistered Client Associate
<$5M
11-50
Private
-
2009
<$5M
11-50
Private
-
2012
RH
Ryan HolocherVice President, Senior Financial Advisor
<$5M
1-10
Private
-
2020
RD
Richard DixonManaging Director
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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

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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.callawaycm.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 11-50 employees
What industry does Wells Fargo Clearing Services belong to?
Wells Fargo Clearing Services is in the industry of: Finance, Securities Trading
What is Wells Fargo Clearing Services competition?
Wells Fargo Clearing Services top competitors include: MDT Financial Advisors, Wells Fargo Clearing Services, Archer Wealth Management, Wells Fargo Advisors
What technology does Wells Fargo Clearing Services use?
Some of the popular technologies that Wells Fargo Clearing Services uses are: Proofpoint, Google Tag Manager, Font Awesome, GoDaddy DNS
How do I contact Wells Fargo Clearing Services?
Wells Fargo Clearing Services contact info: Phone number: (918) 505-9300 Website: www.callawaycm.com
What does Wells Fargo Clearing Services do?

Callaway Capital Management is a boutique investment management firm that provides tailored financial planning and investment services to individual investors, businesses, municipalities, and non-profits. The company focuses on long-term capital appreciation and income generation through proven investment management principles, including diversific... ation and low expenses. With over 20 years of industry experience, the firm is dedicated to delivering personalized service and results for its clients. Callaway Capital Management aims to enhance clients' financial well-being by addressing their unique investment needs and concerns.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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