Sharon
Starkey

Wells Fargo Clearing Services, LLC

CRD#2723921
Investment Advisor
in Denver, CO
Are you Sharon Starkey? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Sharon Starkey is a certified financial planner located in Denver, Colorado. Currently a registered financial advisor at Wells Fargo Clearing Services, LLC, Starkey has 10 years of professional experience as a financial advisor. Starkey holds Series 63 and Series 66 licenses, qualifying the advisor as a securities agent. Starkey is registered to work with investors based out of Colorado and Texas. During their career, Starkey has held roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is located in Denver, Colorado, and has 6,557 brick-and-mortar locations in the nation. In aggregate, Wells Fargo Clearing Services, LLC manages $473 billion in assets dispersed across 1,432,715 client accounts and retains more than 26,409 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Wells Fargo Clearing Services, LLC offers 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 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

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

$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

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

Sharon Starkey Work History

Sharon has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 years)

Wachovia Securities, LLC

Disclosures

Sharon Starkey has no disclosures.

Please visit their SEC profile for more details.

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