William
Bird

Wells Fargo Clearing Services, LLC

CRD#2921784
Investment Advisor
in Flint, MI

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About this Advisor

William Bird is an investment advisor who works out of Flint, Michigan. Currently a registered financial advisor with Wells Fargo Clearing Services, LLC, they have accumulated 13 years of practice in the financial advisory industry. Bird has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Bird is able to serve customers based out of Michigan and Texas. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith, Bank Of America, Na, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Flint, Michigan, and operates out of 6,239 other brick-and-mortar locations in the United States. As a company, Wells Fargo Clearing Services, LLC oversees $511 billion in assets across 1,430,874 client accounts and employs more than 25,711 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the country. The firm manages 1,080,075 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 41% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Wells Fargo Clearing Services, LLC can offer 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 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

Yes

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

William Bird Work History

William has 13 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors LLC

2009 - 2014 (5 years)

Bank Of America, Na

2007 - 2014 (7 years)

Merrill Lynch, Pierce, Fenner & Smith

Disclosures

William Bird has 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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