Wells Fargo Clearing Services, LLC
About this Advisor
Liane Kostakos is a financial advisor working in Atlanta, Georgia, who has been in the industry for 13 years. Kostakos currently works for Wells Fargo Clearing Services, LLC. During their career, the advisor has held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Kostakos has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Georgia. Wells Fargo Clearing Services, LLC is an advisory business that has its headquarters in Atlanta, Georgia. The company has offices in 5,627 locations and a total of 21,510 financial advisors. It manages $648 billion in assets under management between its 1,477,661 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 6,968 charities and foundations. Of its 1,477,661 accounts, 44% belong to high-net-worth clients who have more than $1 million in investable assets. The business performs a wide array 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. Financial management fee schedules typically depend on the type of financial services provided. Fee types charged by Wells Fargo Clearing Services, LLC can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Wells Fargo Clearing Services, LLC Brokerage Details
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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
Liane Kostakos Work History
Liane has 13 years of experience.
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Liane Kostakos has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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