Mary
Mceachern

Wells Fargo Clearing Services, LLC

CRD#1781732
Investment Advisor
in Washington, DC
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About this Advisor

Mary Mceachern is a certified financial planner located in Washington, D.C. Currently a registered advisor with Wells Fargo Clearing Services, LLC, Mceachern has 12 years of professional experience in the financial advisory industry. Mceachern holds Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Mceachern is able to work with customers in Washington, D.C., Florida, Texas and South Carolina. During their career, the advisor has held roles at Bank Of America, Na, Merrill Lynch, Pierce, Fenner & Smith, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is located in Washington, D.C., and has 6,557 additional offices in the country. As a registered investment firm, Wells Fargo Clearing Services, LLC manages $473 billion in assets throughout 1,432,715 accounts and employs more than 26,409 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Wells Fargo Clearing Services, LLC can offer 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, 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

Yes

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

Mary Mceachern Work History

Mary has 12 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2012 - 2016 (4 years)

Wells Fargo Advisors LLC

2009 - 2012 (3 years)

Bank Of America,Na

2006 - 2012 (6 years)

Merrill Lynch, Pierce, Fenner & Smith

Disclosures

Mary Mceachern has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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