Courtney
Raney

Wells Fargo Clearing Services, LLC

CRD#5894624
Investment Advisor
in Denver, CO
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About this Advisor

Courtney Raney is a certified financial planner based in Denver, Colorado, who has been in the industry for 12 years. Raney is currently employed by Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Boys And Girls Club, Wells Fargo Advisors, LLC, Remx Specialty Staffing, Sedona Staffing, University Of Idaho Student Foundation, University Of Idaho and Wells Fargo Clearing Services, LLC. Raney maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado. Wells Fargo Clearing Services, LLC is a registered investment company operating in Denver, Colorado. The investment advisory business has offices in 6,557 locations and a total of 26,409 financial advisors. It administers $473 billion in assets between its 1,432,715 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 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 assets available to invest. The firm provides a wide set 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. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees billed by Wells Fargo Clearing Services, LLC can consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 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

3200 Cherry Creek S Dr Ste 100
Denver, CO 80209

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

CO Average: $11,469,110,461
Total Number of Employees

26,409

CO Average: 458
Total Number of Accounts

1,432,715

CO Average: 33,415
Average Account Size

$330,143

CO 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

Courtney Raney Work History

Courtney has 12 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors, LLC

2011 - 2011 (0 years)

Remx Specialty Staffing

2010 - 2011 (1 years)

Sedona Staffing

2009 - 2009 (0 years)

Boys And Girls Club

2008 - 2008 (0 years)

University Of Idaho Student Foundation

2006 - 2010 (4 years)

University Of Idaho

Disclosures

Courtney Raney has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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