Carla
Inurritegui
Wells Fargo Clearing Services, LLC
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About this Advisor
Carla Inurritegui is a financial advisor who works out of Miami, Florida. Currently a registered financial advisor with Wells Fargo Clearing Services, LLC, Inurritegui has 10 years of practice as a registered investment advisor. Inurritegui holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Inurritegui can act as a financial advisor based out of Florida and Texas. During their career, the advisor has held roles at Jp Morgan Securities LLC, Jp Morgan Chase Bank, Wells Fargo Bank, Master Granite & Marble, Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Miami, Florida, and has 6,239 other offices in the United States. Overall, Wells Fargo Clearing Services, LLC oversees $511 billion in assets covering 1,430,874 accounts and retains more than 25,711 people. The firm's total assets under management places it among the biggest financial advisory firms in the country. The firm manages 1,080,075 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 41% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in 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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Wells Fargo Clearing Services, LLC Brokerage Details
$510,933,873,086
25,711
1,430,874
$357,078
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
Carla Inurritegui Work History
Carla has 10 years of experience.
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Jp Morgan Securities LLC
Jp Morgan Chase Bank
Wells Fargo Bank
Wells Fargo Bank
Master Granite & Marble
Disclosures
Carla Inurritegui has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Wells Fargo Clearing Services, LLC
New York, NY
Miami, FL
Richmond, VA
Seattle, WA
Miami, FL
Wilmington, NC
Saint Louis, MO
Minneapolis, MN
The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.