Nichole
Rabon

Wells Fargo Clearing Services, LLC

CRD#6186225
Investment Advisor
in Miramar Beach, FL

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About this Advisor

Nichole Rabon is a financial advisor operating in Miramar Beach, Florida, with a total of 10 years in the industry. Rabon is on the advisory team at Wells Fargo Clearing Services, LLC. During their career, Rabon has held roles at Wells Fargo Advisors, LLC, Wells Fargo Bank Na and Wells Fargo Clearing Services, LLC. Rabon holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to serve investors in Florida and Texas. Wells Fargo Clearing Services, LLC is a registered investment company that has its headquarters in Miramar Beach, Florida. The company has offices in 5,627 locations and a total of 21,510 financial advisors. It controls $648 billion in assets among its 1,477,661 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 6,968 charitable organizations. Of its 1,477,661 customer accounts, 44% are associated with high-net-worth clients who have greater than $1 million in investable assets. Wells Fargo Clearing Services, LLC has 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 for financial advice are based on which services the firm provides the client. Fees charged by Wells Fargo Clearing Services, LLC can be comprised of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

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

625 Grand Blvd, Ste 200
Miramar Beach, FL 32550

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$647,795,506,834

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

21,510

FL Average: 458
Total Number of Accounts

1,477,661

FL Average: 33,415
Average Account Size

$438,393

FL 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

Nichole Rabon Work History

Nichole has 10 years of experience.

2016 - Present (6 years)

Wells Fargo Clearing Services, LLC

2012 - Present (10 years)

Wells Fargo Bank Na

2013 - 2016 (3 years)

Wells Fargo Advisors, LLC

Disclosures

Nichole Rabon has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Amanda Jezik
Tulsa, OK
Brandon Blanchard
Irvine, CA
Nichole Rabon
Miramar Beach, FL
Ashley Turner
Edmond, OK
Palani Lopez
Los Angeles, CA
Basil Barouki
Tarpon Springs, FL
Mary Gravelle
Charlotte, NC
Paulo Quintana
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.

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.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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