Michael
Hannaberry

Wells Fargo Clearing Services, LLC

CRD#4332619
Investment Advisor
in Carlsbad, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Hannaberry is a financial advisor working out of Carlsbad, California, with a total of 15 years in the industry. Hannaberry currently works for Wells Fargo Clearing Services, LLC. Throughout their career, Hannaberry has worked at Wells Fargo Investments LLC, Wells Fargo Bank, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Hannaberry holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Wells Fargo Clearing Services, LLC is an advisory firm that has its headquarters in Carlsbad, California. The company has offices in 6,405 locations and a total of 26,352 people on staff. It controls $433 billion in total assets across its 1,434,106 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 5,905 charitable organizations. Of its 1,434,106 client accounts, 39% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Wells Fargo Clearing Services, LLC provides 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 management depend on which services the firm provides the client. However, fees billed by Wells Fargo Clearing Services, LLC may include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

16 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

6961 El Camino Real
Carlsbad, CA 92009

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

$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

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

Michael Hannaberry Work History

Michael has 16 years of experience.

2016 - Present (4 years)

Wells Fargo Clearing Services, LLC

2004 - Present (16 years)

Wells Fargo Bank

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2004 - 2011 (7 years)

Wells Fargo Investments LLC

Disclosures

Michael Hannaberry has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Joshua Nowasell
San Francisco, CA
Lucas Widoff
Eugene, OR
Paul Milnes
Wayne, PA
Charles Kitts
Austin, TX
Ashley Watumull
San Francisco, CA
Stephen Harper
Washington, DC
Randall Skaggs
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