John
Gagne

Wells Fargo Clearing Services, LLC

CRD#4121124
Investment Advisor
in Atlanta, GA
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About this Advisor

John Gagne is a certified financial planner based in Atlanta, Georgia, who has been in the financial industry for 10 years. Gagne works at Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Wells Fargo Clearing Services, LLC, Wells Fargo Advisors LLC and Wachovia Securities, LLC. Gagne has Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to work in Georgia. Wells Fargo Clearing Services, LLC is an advisory company headquartered in Atlanta, Georgia. The investment advisory business has offices in 6,557 locations and a total of 26,409 advisors. It oversees $473 billion in total assets across its 1,432,715 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 6,248 charities and foundations. Of its 1,432,715 accounts, 39% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business offers 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 usually are based on which service is provided. However, fees billed by Wells Fargo Clearing Services, LLC may include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, 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

Yes

Office Location

3280 Peachtree Rd Ne 3Rd and 4Th Fls [Rbo]
Atlanta, GA 30305

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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

John Gagne Work History

John 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

John Gagne has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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