Diane
Taylor

Wells Fargo Clearing Services, LLC

CRD#2585806
Investment Advisor
in Atlanta, GA
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About this Advisor

Diane Taylor is a certified financial planner in Atlanta, Georgia. Currently an investment advisor with Wells Fargo Clearing Services, LLC, Taylor has 15 years of experience as an investment advisor. Taylor has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Taylor is registered to act as a financial advisor in Georgia and Oregon. Over the course of their career, they have held roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC, University Of Georgia and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is located in Atlanta, Georgia, and has 6,557 other brick-and-mortar locations across the nation. Overall, Wells Fargo Clearing Services, LLC oversees $473 billion in assets throughout 1,432,715 client accounts and employs more than 26,409 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the nation. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 39% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Wells Fargo Clearing Services, LLC can provide 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 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

Yes

Office Location

1034 Hammond Drive 2Nd Floor
Atlanta, GA 30328

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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

Diane Taylor Work History

Diane has 15 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2006 - Present (13 years)

University Of Georgia

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2003 - 2009 (6 years)

Wachovia Securities, LLC

Disclosures

Diane Taylor has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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