Julie
Russ

Wells Fargo Clearing Services, LLC

CRD#1706418
Investment Advisor
in Flint, MI

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About this Advisor

Julie Russ is a financial advisor based in Flint, Michigan, with a total of 10 years of financial industry experience. Russ currently works for Wells Fargo Clearing Services, LLC. During their career, Russ has held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Russ has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Michigan and Texas. Wells Fargo Clearing Services, LLC is a company that has its headquarters in Flint, Michigan. The firm has offices in 6,239 locations and a total of 25,711 people on staff. It manages $511 billion in assets across its 1,430,874 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 5,773 charities and foundations. Of its 1,430,874 accounts, 41% belong to high-net-worth clients who have more than $1 million in assets. The firm performs a wide set 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. A financial advisor's fees typically are based on which services are offered. Fees charged by Wells Fargo Clearing Services, LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

5406 Gateway Ctr Ste D
Flint, MI 48507

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

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

25,711

MI Average: 458
Total Number of Accounts

1,430,874

MI Average: 33,415
Average Account Size

$357,078

MI 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

Julie Russ Work History

Julie has 10 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2010 - 2016 (6 years)

Wells Fargo Advisors LLC

Disclosures

Julie Russ has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Connor Flannery
New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
James Edelen
Saint Louis, MO
Une Enyenihi
Minneapolis, MN

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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