Ann
Russell

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.