Nasha
Knowles

Wells Fargo Clearing Services, LLC

CRD#3111229
Investment Advisor
in Atlanta, GA
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About this Advisor

Nasha Knowles is a certified financial planner in Atlanta, Georgia. Currently a registered advisor at Wells Fargo Clearing Services, LLC, they have gathered 12 years of experience as a financial advisor. Knowles holds a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Knowles is registered to act as an advisor in Georgia and Texas. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc : 7691, Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Atlanta, Georgia, and operates out of 6,557 offices in the United States. Overall, Wells Fargo Clearing Services, LLC oversees $473 billion in assets across 1,432,715 accounts and retains more than 26,409 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the United States. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Wells Fargo Clearing Services, LLC can offer 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 66, Certified Financial Planner

Years of Experience

12 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

Nasha Knowles Work History

Nasha has 12 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2006 - 2014 (8 years)

Merrill Lynch, Pierce, Fenner & Smith Inc : 7691

Disclosures

Nasha Knowles has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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