Wells Fargo Clearing Services, LLC
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
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
Margaret Mahone Work History
Margaret has 11 years of experience.
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
J.P. Morgan Securities LLC
Chase Investment Services Corp
Margaret Mahone has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Wells Fargo Clearing Services, LLC
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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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