Your Dedicated Team
Client / Investor
Your Advisor
Your financial advisor is licensed through Broker Dealer Financial Services and Investment Advisors Corp. Provides investment advice and/or recommendations Helps you identify and achieve financial goals
BDFS / IAC
BDFS is a registered Broker-Dealer Firm and member of FINRA/SIPC. IAC is a SEC Registered Investment Adviser Provides support and oversight of your advisor
Wells Fargo Clearing Services, LLC
Holds custody of assets creates and sends account statements, transaction confirmations and tax documents

Account Login

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.