Robert
Ray

About this Advisor

Robert Ray is a financial advisor operating in Montgomery, Alabama, who has been in the advisory business for 11 years. Ray is an employee of Wells Fargo Clearing Services, LLC. During their career, the advisor has held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Ray has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Alabama and Florida. Wells Fargo Clearing Services, LLC is a firm based in Montgomery, Alabama. The company has offices in 6,239 locations and a total of 25,711 advisors. It oversees $511 billion in assets among its 1,430,874 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 5,773 charities and foundations. Of its 1,430,874 customer accounts, 41% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business provides a number of services, such as 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 largely vary depending on which service is offered. However, fees billed by Wells Fargo Clearing Services, LLC most likely include some combination of asset-based, hourly, fixed and commission-based fees.