Fred
Simpkins

Wells Fargo Clearing Services, LLC

CRD#3019829
Investment Advisor
in Washington, DC
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About this Advisor

Fred Simpkins is a certified financial planner working in Washington, D.C., who has been in the advisory business for 15 years. Simpkins is an employee of Wells Fargo Clearing Services, LLC. During their career, the advisor has held roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Simpkins has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Washington and D.c.. Wells Fargo Clearing Services, LLC is a registered investment business headquartered in Washington, D.C. The company has offices in 6,557 locations and a total of 26,409 people on staff. It controls $473 billion in assets under management among its 1,432,715 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 6,248 charitable organizations. Of its 1,432,715 client accounts, 39% are held by high-net-worth investors who have greater than $1 million in assets. The advisory firm provides a number 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. Financial management fee schedules typically are based on which services are provided. Fee types billed by Wells Fargo Clearing Services, LLC most likely are comprised 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

1133 Connecticut Ave Nw 9Th Fl
Washington, DC 20036

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

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

26,409

DC Average: 458
Total Number of Accounts

1,432,715

DC Average: 33,415
Average Account Size

$330,143

DC 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

Fred Simpkins Work History

Fred 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

Fred Simpkins has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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