Stephen
Trammell

Wells Fargo Clearing Services, LLC

CRD#4220824
Investment Advisor
in Atlanta, GA
Are you Stephen Trammell? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Stephen Trammell is a financial advisor based out of Atlanta, Georgia, who has been in the advisory business for 15 years. Trammell is on the advisory team at Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Trammell has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Georgia. Wells Fargo Clearing Services, LLC is a business based in Atlanta, Georgia. It has offices in 6,557 locations and a total of 26,409 employees. It has $473 billion in assets under management across its 1,432,715 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 6,248 charities and foundations. Of its 1,432,715 accounts, 39% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company performs a number 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 fee schedules are based on which services the firm provides the client. Fees billed by Wells Fargo Clearing Services, LLC likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

15 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Stephen Trammell Work History

Stephen has 15 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2003 - 2009 (6 years)

Wachovia Securities, LLC

Disclosures

Stephen Trammell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started