Michael
Hannaberry

Wells Fargo Clearing Services, LLC

CRD#4332619
Investment Advisor
in Carlsbad, CA
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About this Advisor

Michael Hannaberry is a financial advisor based out of Carlsbad, California, who has been in the industry for 14 years. Hannaberry currently works for Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Wells Fargo Investments LLC, Wells Fargo Bank, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Hannaberry maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Wells Fargo Clearing Services, LLC is an advisory company based in Carlsbad, California. The investment advisory business has offices in 6,557 locations and a total of 26,409 people on staff. It administers $473 billion in assets under management among its 1,432,715 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 6,248 charities and foundations. Of its 1,432,715 accounts, 39% are associated with high-net-worth clients who have greater than $1 million in assets. Wells Fargo Clearing Services, LLC performs a diverse set 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 charged by financial advisors usually vary depending on which services are offered. However, fees billed by Wells Fargo Clearing Services, LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

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

6961 El Camino Real
Carlsbad, CA 92009

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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

Michael Hannaberry Work History

Michael has 14 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2004 - Present (15 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.

This content was compiled from the SEC and FINRA.

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