James
Hare

Wells Fargo Clearing Services, LLC

CRD#2361504
Investment Advisor
in Denver, CO
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About this Advisor

James Hare is a certified financial planner working in Denver, Colorado, who has 15 years of financial industry experience. Hare is on the advisory team at Wells Fargo Clearing Services, LLC. Throughout their career, Hare has worked at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Hare holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Colorado. Wells Fargo Clearing Services, LLC is an advisory business operating out of Denver, Colorado. It has offices in 6,557 locations and a total of 26,409 people on staff. It controls $473 billion in total assets among its 1,432,715 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 6,248 charitable organizations. Of its 1,432,715 customer accounts, 39% are associated with high-net-worth clients who have more than $1 million in investable assets. Wells Fargo Clearing Services, LLC provides a broad 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 depend on which service is provided. However, fees charged by Wells Fargo Clearing Services, LLC likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 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

1200 17Th St Ste 2000 Tabor Center
Denver, CO 80202

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

CO Average: 458
Total Number of Accounts

1,434,106

CO Average: 33,415
Average Account Size

$302,067

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

James Hare Work History

James has 15 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2003 - 2009 (6 years)

Wachovia Securities, LLC

Disclosures

James Hare has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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