Robert
Busby

Wells Fargo Clearing Services, LLC

CRD#4361255
Investment Advisor
in Atlanta, GA
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About this Advisor

Robert Busby is a certified financial planner who works out of Atlanta, Georgia, who has been in the advisory business for 18 years. Busby currently works for Wells Fargo Clearing Services, LLC. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith, Wells Fargo Clearing Services, LLC, Bank Of America, Na and Wells Fargo Advisors LLC. Busby has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia, South Carolina and Texas. Wells Fargo Clearing Services, LLC is an advisory business based out of Atlanta, Georgia. The investment advisory business has offices in 6,557 locations and a total of 26,409 employees. It manages $473 billion in assets under management among its 1,432,715 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 6,248 charities and foundations. Of its 1,432,715 customer accounts, 39% are held by high-net-worth clients who have at least $1 million in investable assets. The company provides a number 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. Fees charged by financial advisors vary depending on which services are provided. Fees billed by Wells Fargo Clearing Services, LLC most likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

18 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

950 E Paces Ferry Rd Ne Stes 1200 and 1400
Atlanta, GA 30326

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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

Robert Busby Work History

Robert has 18 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2009 - 2011 (2 years)

Bank Of America, Na

2000 - 2009 (9 years)

Merrill Lynch, Pierce, Fenner & Smith

Disclosures

Robert Busby has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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