Paula
Heichel

Wells Fargo Clearing Services, LLC

CRD#726285
Investment Advisor
in Washington, DC
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About this Advisor

Paula Heichel is a certified financial planner based in Washington, D.C. Currently an investment advisor with Wells Fargo Clearing Services, LLC, Heichel has 10 years of professional experience as a financial advisor. Heichel maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Heichel can act as an advisor in Washington, D.C. and Texas. During their career, the advisor has held roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Washington, D.C., and has 6,557 other offices across the United States. In total, Wells Fargo Clearing Services, LLC oversees $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 biggest 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 greater than $1 million in investable 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 65, 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

1133 Connecticut Ave Nw 9Th Fl
Washington, DC 20036

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

DC Average: 458
Total Number of Accounts

1,434,106

DC Average: 33,415
Average Account Size

$302,067

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

Paula Heichel Work History

Paula 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

Paula Heichel has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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