Brian
Huber

Wells Fargo Clearing Services, LLC

CRD#2315184
Investment Advisor
in Atlanta, GA
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About this Advisor

Brian Huber is a certified financial planner who works out of Atlanta, Georgia, with 15 years in the industry. Huber is currently employed by Wells Fargo Clearing Services, LLC. Over the course of their career, Huber has held roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Huber holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia and Texas. Wells Fargo Clearing Services, LLC is a financial advisory business based out of Atlanta, Georgia. The investment advisory business has offices in 6,557 locations and a total of 26,409 advisors. It administers $473 billion in assets between its 1,432,715 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 6,248 charitable organizations. Of its 1,432,715 client accounts, 39% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm performs a broad range 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. Financial management fee schedules usually vary depending on which services the firm provides the client. However, fee types billed by Wells Fargo Clearing Services, LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 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

950 E Paces Ferry Rd Ne Stes 1200 and 1400
Atlanta, GA 30326

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

GA Average: 458
Total Number of Accounts

1,434,106

GA Average: 33,415
Average Account Size

$302,067

GA 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

Brian Huber Work History

Brian has 15 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

Disclosures

Brian Huber has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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