Robert
Ray

Wells Fargo Clearing Services, LLC

CRD#1827544
Investment Advisor
in Montgomery, AL

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

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.

Certifications and Registrations

Series 63, Series 65

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 102
Montgomery, AL 36117

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Robert Ray Work History

Robert has 11 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Robert Ray has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Connor Flannery
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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started