Gail
Dowell

Wells Fargo Clearing Services, LLC

CRD#4852222
Investment Advisor
in West Des Moines, IA
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About this Advisor

Gail Dowell is an advisor who works out of West Des Moines, Iowa. Currently a registered investment advisor with Wells Fargo Clearing Services, LLC, Dowell has 14 years of professional experience. Dowell has Series 63 and Series 66 licenses, which certify them as a securities representative. Dowell is registered to work with clients based out of Iowa. The advisor has gained experience at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Wells Fargo Clearing Services, LLC is based out of West Des Moines, Iowa, and has 6,557 other offices in the country. As a company, Wells Fargo Clearing Services, LLC oversees $473 billion in assets dispersed across 1,432,715 client accounts and employs more than 26,409 people. The firm's total assets under management makes it one of the largest financial advisory firms in the nation. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 39% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Wells Fargo Clearing Services, LLC can provide 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 66

Years of Experience

14 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

4344 Corporate Dr Ste 100
West Des Moines, IA 50266

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

IA Average: $11,469,110,461
Total Number of Employees

26,352

IA Average: 458
Total Number of Accounts

1,434,106

IA Average: 33,415
Average Account Size

$302,067

IA 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

Gail Dowell Work History

Gail has 14 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2004 - 2016 (12 years)

Wells Fargo Advisors LLC

Disclosures

Gail Dowell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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