Katrina
Everett

Wells Fargo Clearing Services, LLC

CRD#4454301
Investment Advisor
in Atlanta, GA
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About this Advisor

Katrina Everett is a certified financial planner who is based out of Atlanta, Georgia. Currently a registered advisor at Wells Fargo Clearing Services, LLC, they have gathered 17 years of professional experience in the financial advisory industry. Everett has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Everett can work with clients in Georgia and Texas. Their career trajectory has included roles at Banc Of America Investment Services, Inc, Banc Of America Insurance Services, Inc, Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Atlanta, Georgia, and has 6,557 additional brick-and-mortar locations throughout the United States. In aggregate, Wells Fargo Clearing Services, LLC oversees $473 billion in assets dispersed across 1,432,715 client accounts and retains more than 26,409 people. The level of assets currently under the firm's management makes it one of the biggest firms in the nation. 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 firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Wells Fargo Clearing Services, LLC offers 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 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

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

Katrina Everett Work History

Katrina has 17 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2009 (0 years)

Wachovia Securities, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2001 - 2009 (8 years)

Banc Of America Investment Services, Inc

2001 - 2009 (8 years)

Banc Of America Insurance Services, Inc

Disclosures

Katrina Everett has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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