Basil
Barouki
Wells Fargo Clearing Services, LLC
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About this Advisor
Basil Barouki is a financial advisor based out of Tarpon Springs, Florida, who has been in the advisory business for 10 years. Barouki is currently employed by Wells Fargo Clearing Services, LLC. Barouki has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Daiichi Sankyo, Inc, Bank Of America, N.A, Wells Fargo Clearing Services and Wells Fargo Bank. Barouki maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in California. Wells Fargo Clearing Services, LLC is a firm headquartered in Tarpon Springs, Florida. The investment advisory business has offices in 5,627 locations and a total of 21,510 employees. It has $648 billion in assets between its 1,477,661 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 6,968 charities and foundations. Of its 1,477,661 customer accounts, 44% belong to high-net-worth clients who have at least $1 million in assets. The business provides a number of services, such as 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. Fees charged by financial advisors typically are based on which services are offered. Fees charged by Wells Fargo Clearing Services, LLC most likely include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Wells Fargo Clearing Services, LLC Brokerage Details
$647,795,506,834
21,510
1,477,661
$438,393
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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
Basil Barouki Work History
Basil has 10 years of experience.
Wells Fargo Clearing Services
Wells Fargo Bank
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Daiichi Sankyo, Inc
Disclosures
Basil Barouki has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Wells Fargo Clearing Services, LLC
Tulsa, OK
Irvine, CA
Miramar Beach, FL
Edmond, OK
Los Angeles, CA
Tarpon Springs, FL
Charlotte, NC
Boca Raton, FL
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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