David Gary Halperin
Financial advisor at Wells Fargo Advisors · Pleasanton, CA
Last updated 2026-10-10
Claim your profileDavid Gary Halperin is a financial advisor at Wells Fargo Advisors in Pleasanton, CA, CRD 2632971. Licenses and exams on the registration: Series 63, Series 65. First registered 2001-04-02.
Registration
- CRD number
- 2632971
- Registration status
- Active
- First registered
- 2001-04-02
- Years of experience
- 25
- States registered
- CA, TX
Licenses and exams
- Series 63
- Series 65
Work history
- 2009-05 to 2016-11 · Wells Fargo Advisors LLC · Pleasanton, CA
- 2016-11 to Present · Wells Fargo Clearing Services, LLC · Pleasanton, CA
Current employment
- Wells Fargo Clearing Services, LLC · St. Louis, MO
Wells Fargo Advisors
- Regulatory AUM
- $671,421,842,699
- Registered advisors
- 14,675
- Offices
- 5,961
- Clients per advisor
- 90.2 (Moderate)
- Average AUM per client
- $507.1K (Low)
- High-net-worth client ratio
- 49.4% (Moderate)
Wells Fargo Advisors: advisors, services and reported ETF investments
What this firm offers
Filed by Wells Fargo Advisors on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Other Financial Product Salesperson
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Security-Based Swap Dealer
- Commodity Pool Operator or CTA
- Futures Commission Merchant
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
4309 Hacienda Drive Ste 300, Pleasanton, CA 94588
17 advisors at this office.
Contact
The firm's filed contact details.
Official record
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