Donald
Lincoln

Wells Fargo Clearing Services, LLC

CRD#2196881
Investment Advisor
in San Diego, CA
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About this Advisor

Donald Lincoln is a certified financial planner working out of San Diego, California, who has 10 years of professional experience. Lincoln currently works for Wells Fargo Clearing Services, LLC. During their career, Lincoln has held roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Lincoln has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. Wells Fargo Clearing Services, LLC is a business headquartered in San Diego, California. It has offices in 6,557 locations and a total of 26,409 people on staff. It manages $473 billion in total assets among its 1,432,715 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 6,248 charities and foundations. Of its 1,432,715 client accounts, 39% belong to high-net-worth investors who have at least $1 million in assets. The company offers a diverse assortment 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 typically depend on the services provided. However, fee types charged by Wells Fargo Clearing Services, LLC most likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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

Yes

Office Location

12531 High Bluff Dr Ste 400
San Diego, CA 92130

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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

Donald Lincoln Work History

Donald has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 year)

Wachovia Securities, LLC

Disclosures

Donald Lincoln has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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