Christine
Stevens

Wells Fargo Clearing Services, LLC

CRD#4487963
Investment Advisor
in Saint Louis, MO

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About this Advisor

Christine Stevens is a financial advisor working out of Saint Louis, Missouri, who has been in the advisory business for 10 years. Stevens is an advisor for Wells Fargo Clearing Services, LLC. Stevens has gained experience at First Clearing, LLC, Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Stevens has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Missouri. Wells Fargo Clearing Services, LLC is a financial advisory business headquartered in Saint Louis, Missouri. The firm has offices in 6,239 locations and a total of 25,711 people on staff. It administers $511 billion in assets between its 1,430,874 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 5,773 charities and foundations. Of its 1,430,874 customer accounts, 41% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm performs a diverse 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. Financial advisory fees usually vary depending on which services the firm provides the client. However, fee types 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

One N Jefferson Ave
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

Christine Stevens Work History

Christine has 10 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors, LLC

2010 - 2013 (3 years)

First Clearing, LLC

Disclosures

Christine Stevens 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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