Ashley
King

Wells Fargo Clearing Services, LLC

CRD#5994737
Investment Advisor
in Woodland Hills, CA
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About this Advisor

Ashley King is a financial advisor operating in Woodland Hills, California, who has been in the financial industry for 13 years. King works at Wells Fargo Clearing Services, LLC. The advisor has gained experience at Forrestperkins, Wells Fargo Advisors, LLC, Adr Services, Inc, Becker Kellogg & Berry, Pottery Barn and Wells Fargo Clearing Services, LLC. King has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in California and Texas. Wells Fargo Clearing Services, LLC is a financial advisory firm that has its headquarters in Woodland Hills, California. The firm has offices in 6,557 locations and a total of 26,409 advisors. It administers $473 billion in assets among its 1,432,715 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 6,248 charities and foundations. Of its 1,432,715 client accounts, 39% are associated with high-net-worth investors who have greater than $1 million in investable assets. Wells Fargo Clearing Services, LLC has 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. Fees for financial advisory services depend on which services the firm provides the client. However, fee types billed by Wells Fargo Clearing Services, LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

13 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

5820 Canoga Ave Ste 100
Woodland Hills, CA 91367

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

CA Average: 458
Total Number of Accounts

1,434,106

CA Average: 33,415
Average Account Size

$302,067

CA 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

Ashley King Work History

Ashley has 13 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors, LLC

2010 - 2011 (1 year)

Adr Services, Inc

2009 - 2010 (1 year)

Becker Kellogg & Berry

2007 - 2009 (2 years)

Forrestperkins

2005 - 2009 (4 years)

Pottery Barn

Disclosures

Ashley King has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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