Christen
Lacey
Wells Fargo Clearing Services, LLC
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Wells Fargo Clearing Services, LLC Brokerage Details

$510,933,873,086

25,711

1,430,874

$357,078

Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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.
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Wells Fargo Bank N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Banc Of America Securities, LLC
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
New York, NY
Miami, FL
Richmond, VA
Seattle, WA
Miami, FL
Wilmington, NC
Minneapolis, MN
Saint Louis, MO
This content was compiled from the SEC and FINRA.
