Wells Fargo Clearing Services, LLC
About this Advisor
Emily Irwin is a financial advisor who works out of Saint Louis, Missouri, who has been in the advisory business for 11 years. Irwin works at Wells Fargo Clearing Services, LLC. Throughout their career, Irwin has worked at Wells Fargo Bank, Wells Fargo Clearing Services and Dorsey & Whitney Llp. Irwin maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Minnesota. Wells Fargo Clearing Services, LLC is a firm operating in Saint Louis, Missouri. The firm has offices in 5,627 locations and a total of 21,510 people on staff. It administers $648 billion in assets under management between its 1,477,661 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 6,968 charities and foundations. Of its 1,477,661 customer accounts, 44% are held by high-net-worth individuals who have more than $1 million in assets. The business has 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. A financial advisor's fees are based on which services the firm provides the client. However, fee types billed by Wells Fargo Clearing Services, LLC can be comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Wells Fargo Clearing Services, LLC Brokerage Details
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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
Emily Irwin Work History
Emily has 11 years of experience.
Wells Fargo Clearing Services
Wells Fargo Bank
Dorsey & Whitney Llp
Emily Irwin has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Wells Fargo Clearing Services, LLC
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Los Angeles, CA
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