Royce
Burns

Wells Fargo Clearing Services, LLC

CRD#1915293
Investment Advisor
in Atlanta, GA
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About this Advisor

Royce Burns is a certified financial planner and chartered financial consultant located in Atlanta, Georgia. Currently a registered financial advisor at Wells Fargo Clearing Services, LLC, Burns has 12 years of professional experience. Burns maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Burns is able to work with clients based out of Georgia and Texas. Their career trajectory has included roles at Suntrust Investment Services, Inc, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is located in Atlanta, Georgia, and operates out of 6,557 additional locations across the nation. In total, Wells Fargo Clearing Services, LLC manages $473 billion in assets dispersed across 1,432,715 client accounts and employs more than 26,409 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the nation. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Wells Fargo Clearing Services, LLC provides 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 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

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

Royce Burns Work History

Royce has 12 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2006 - 2009 (3 years)

Suntrust Investment Services, Inc

Disclosures

Royce Burns has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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