Christen
Lacey

Wells Fargo Clearing Services, LLC

CRD#4435674
Investment Advisor
in Saint Louis, MO

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About this Advisor

Christen Lacey is a financial advisor who works in Saint Louis, Missouri, who has been in the industry for 16 years. Lacey works at Wells Fargo Clearing Services, LLC. Throughout their career, Lacey has worked at Wells Fargo Advisors LLC, Wells Fargo Bank N.A, Wells Fargo Clearing Services, LLC, Bank Of America, Banc Of America Securities, LLC and Merrill Lynch, Pierce, Fenner & Smith Inc. Lacey maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is able to work in Vermont. Wells Fargo Clearing Services, LLC is a financial advisory company based in Saint Louis, Missouri. The firm has offices in 6,239 locations and a total of 25,711 advisors. It oversees $511 billion in assets across its 1,430,874 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 5,773 charities and foundations. Of its 1,430,874 client accounts, 41% belong to high-net-worth investors who have more than $1 million in assets. Wells Fargo Clearing Services, LLC provides 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. Fees for financial advice usually vary depending on which services the firm provides the client. Fees billed by Wells Fargo Clearing Services, LLC can include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

16 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

One North Jefferson Avenue Mail Code: H0004-050
Saint Louis, MO 63103

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

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

25,711

MO Average: 458
Total Number of Accounts

1,430,874

MO Average: 33,415
Average Account Size

$357,078

MO 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

Christen Lacey Work History

Christen has 16 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2016 - 2016 (< 1 year)

Wells Fargo Advisors LLC

2011 - 2016 (5 years)

Wells Fargo Bank N.A

2010 - 2011 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2006 - 2011 (5 years)

Banc Of America Securities, LLC

2004 - 2011 (7 years)

Bank Of America

Disclosures

Christen Lacey 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
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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