Nicholas
Lechuga

Wells Fargo Clearing Services, LLC

CRD#5653609
Investment Advisor
in Carlsbad, CA

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About this Advisor

Nicholas Lechuga is a financial advisor based out of Carlsbad, California, with a total of 13 years of work experience. Lechuga works at Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wells Fargo Bank, N.A, Wells Fargo Investments, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Lechuga holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in California and Texas. Wells Fargo Clearing Services, LLC is a registered investment firm based out of Carlsbad, California. The company has offices in 6,405 locations and a total of 26,352 people on staff. It administers $433 billion in total assets across its 1,434,106 accounts, making it one of the largest firms in the United States by assets under management. The firm advises 5,905 charitable organizations. Of its 1,434,106 customer accounts, 39% are held by high-net-worth clients who have greater than $1 million in investable assets. Wells Fargo Clearing Services, LLC provides 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. A financial advisor's fee schedules typically depend on the financial services offered. Fees billed by Wells Fargo Clearing Services, LLC most likely include 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

3446 Via Mercato
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

Nicholas Lechuga Work History

Nicholas has 14 years of experience.

2016 - Present (4 years)

Wells Fargo Clearing Services, LLC

2006 - Present (14 years)

Wells Fargo Bank, N.A

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2009 - 2011 (2 years)

Wells Fargo Investments, LLC

Disclosures

Nicholas Lechuga 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.

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