Margaret
Mahone

Wells Fargo Clearing Services, LLC

CRD#3144079
Investment Advisor
in Atlanta, GA

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About this Advisor

Margaret Mahone is a financial advisor based out of Atlanta, Georgia, who has 11 years of work experience. Mahone is an employee of Wells Fargo Clearing Services, LLC. Over the course of their career, Mahone has held roles at Chase Investment Services Corp, J.P. Morgan Securities LLC, Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Mahone holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Georgia and Texas. Wells Fargo Clearing Services, LLC is a registered investment company that has its headquarters in Atlanta, Georgia. The company has offices in 5,627 locations and a total of 21,510 advisors. It oversees $648 billion in assets among its 1,477,661 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 6,968 charitable organizations. Of its 1,477,661 customer accounts, 44% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Wells Fargo Clearing Services, LLC has a wide set of services, including 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 advisory fees typically are based on which services the firm provides the client. However, fees charged by Wells Fargo Clearing Services, LLC most likely include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

$647,795,506,834

GA Average: $11,469,110,461
Total Number of Employees

21,510

GA Average: 458
Total Number of Accounts

1,477,661

GA Average: 33,415
Average Account Size

$438,393

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

Margaret Mahone Work History

Margaret has 11 years of experience.

2016 - Present (7 years)

Wells Fargo Clearing Services, LLC

2015 - 2016 (1 year)

Wells Fargo Advisors, LLC

2012 - 2015 (3 years)

J.P. Morgan Securities LLC

2011 - 2012 (1 year)

Chase Investment Services Corp

Disclosures

Margaret Mahone has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Amanda Jezik
Tulsa, OK
Brandon Blanchard
Irvine, CA
Nichole Rabon
Miramar Beach, FL
Ashley Turner
Edmond, OK
Palani Lopez
Los Angeles, CA
Basil Barouki
Tarpon Springs, FL
Mary Gravelle
Charlotte, NC
Paulo Quintana
Boca Raton, FL

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 profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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