Your Dedicated Team
When you open an account with BDFS or IAC, our clearing firm, Wells Fargo Clearing Services, LLC, maintains custody of your investment assets. You get face-to-face personalized service from your financial advisor and your assets are held at one of the world’s largest financial services firms. Your statements, tax reports and transaction confirmations are sent to you directly from Wells Fargo Clearing Services, LLC.
Our team cares about you and your assets. Our team extends beyond the borders of our firm to the considerable strength of our valued business partners and our financial professionals who share a common goal of providing superior service to their clients.