Usha
Kumra

Wells Fargo Clearing Services, LLC

CRD#2552342
Investment Advisor
in Washington, DC
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About this Advisor

Usha Kumra is an investment advisor whose office is in Washington, D.C. Currently an advisor at Wells Fargo Clearing Services, LLC, Kumra has 16 years of work experience. Kumra has Series 63 and Series 66 licenses, which certify them as a securities agent. Kumra is able to operate based out of Washington, D.C. and Virginia. Kumra has gained experience at Wachovia Bank, N.A, Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Washington, D.C., and has 6,557 additional locations in the United States. In total, Wells Fargo Clearing Services, LLC manages $473 billion in assets across 1,432,715 client 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 United States. 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 firm's customers are high-net-worth individuals, meaning they have more 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

16 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

1300 I Street Nw 11Th Fl [M3-Rbo]
Washington, DC 20005

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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

Usha Kumra Work History

Usha has 16 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

2002 - Present (17 years)

Wachovia Bank, N.A

Disclosures

Usha Kumra has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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