Ann
Russell

Wells Fargo Clearing Services, LLC

CRD#1549005
Investment Advisor
in Montgomery, AL

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About this Advisor

Ann Russell is a financial advisor who works in Montgomery, Alabama, with a total of 11 years of financial industry experience. Russell currently works for Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Russell maintains a Series 63 license, certifying them as a securities agent, and can work in Texas. Wells Fargo Clearing Services, LLC is a registered investment company that has its headquarters in Montgomery, Alabama. The firm has offices in 6,239 locations and a total of 25,711 employees. It oversees $511 billion in total assets between its 1,430,874 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 5,773 charitable organizations. Of its 1,430,874 customer accounts, 41% are held by high-net-worth investors who have greater than $1 million in investable assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees typically depend on which services the firm provides the client. Fee types billed by Wells Fargo Clearing Services, LLC likely include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

2660 Eastchase Ln Ste 301
Montgomery, AL 36117

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

AL Average: $11,469,110,461
Total Number of Employees

25,711

AL Average: 458
Total Number of Accounts

1,430,874

AL Average: 33,415
Average Account Size

$357,078

AL Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Ann Russell Work History

Ann has 11 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Ann Russell has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

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New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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