Haynes
Huffard

Wells Fargo Clearing Services, LLC

CRD#2903740
Investment Advisor
in Atlanta, GA
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About this Advisor

Haynes Huffard is a certified financial planner who works in Atlanta, Georgia, who has 10 years of financial industry experience. Huffard is an employee of Wells Fargo Clearing Services, LLC. Throughout their career, Huffard has worked at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Huffard holds a Series 63 license, which qualifies them as a securities broker, and is registered to work in Georgia and Texas. Wells Fargo Clearing Services, LLC is a registered investment firm based in Atlanta, Georgia. The company has offices in 6,557 locations and a total of 26,409 advisors. It administers $473 billion in assets under management between its 1,432,715 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 6,248 charitable organizations. Of its 1,432,715 accounts, 39% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Wells Fargo Clearing Services, LLC provides 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 charged by financial advisors largely depend on which services the firm provides the client. However, fee types charged by Wells Fargo Clearing Services, LLC can include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

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

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

Haynes Huffard Work History

Haynes has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 years)

Wachovia Securities, LLC

Disclosures

Haynes Huffard has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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