George
Burby

Wells Fargo Clearing Services, LLC

CRD#4800457
Investment Advisor
in Los Angeles, CA
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About this Advisor

George Burby is a certified financial planner based in Los Angeles, California, who has 14 years of experience as a financial advisor. Burby is an employee of Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wachovia Securities, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Burby holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Wells Fargo Clearing Services, LLC is an advisory business operating in Los Angeles, California. The investment advisory business has offices in 6,557 locations and a total of 26,409 employees. It manages $473 billion in assets under management among its 1,432,715 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advisory services to 6,248 charitable organizations. Of its 1,432,715 customer accounts, 39% belong to high-net-worth clients who have at least $1 million in investable assets. Wells Fargo Clearing Services, LLC provides a wide range 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. A financial advisor's fees typically are based on which services the firm provides the client. Fees billed by Wells Fargo Clearing Services, LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 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

1999 Avenue Of The Stars Ste 2200
Los Angeles, CA 90067

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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

George Burby Work History

George has 14 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2004 - 2009 (5 years)

Wachovia Securities

Disclosures

George Burby has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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