Douglas
Aldridge

Wells Fargo Clearing Services, LLC

CRD#4407883
Investment Advisor
in Atlanta, GA
Are you Douglas Aldridge? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Douglas Aldridge is a certified financial planner in Atlanta, Georgia. Currently an investment advisor with Wells Fargo Clearing Services, LLC, Aldridge has 12 years of professional experience as an investment advisor. Aldridge maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Aldridge is able to work with clients based out of Georgia and Texas. Their career trajectory has included roles at Morgan Stanley & Co. Inc, Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Atlanta, Georgia, and operates out of 6,557 additional brick-and-mortar locations in the nation. In total, Wells Fargo Clearing Services, LLC manages $473 billion in assets throughout 1,432,715 client accounts and employs more than 26,409 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the United States. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 39% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Wells Fargo Clearing Services, LLC can offer 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 66, Certified Financial Planner

Years of Experience

12 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Douglas Aldridge Work History

Douglas has 12 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2009 (< 1 year)

Wachovia Securities, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2006 - 2009 (3 years)

Morgan Stanley & Co. Inc

Disclosures

Douglas Aldridge has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started