Carol
Lynch

Wells Fargo Clearing Services, LLC

CRD#1475640
Investment Advisor
in Albuquerque, NM

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About this Advisor

Carol Lynch is a financial advisor based out of Albuquerque, New Mexico, who has 11 years of financial industry experience. Lynch works at Wells Fargo Clearing Services, LLC. Lynch has gained experience at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Lynch holds a Series 63 license, which qualifies them as a securities agent, and can work in Texas. Wells Fargo Clearing Services, LLC is a registered investment business headquartered in Albuquerque, New Mexico. The investment advisory business has offices in 6,239 locations and a total of 25,711 people on staff. It oversees $511 billion in total assets between its 1,430,874 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 5,773 charitable organizations. Of its 1,430,874 customer accounts, 41% are held by high-net-worth individuals who have more than $1 million in assets. Wells Fargo Clearing Services, LLC 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. Fees for financial advisory services typically vary depending on the type of financial services offered. However, fee types charged by Wells Fargo Clearing Services, LLC can consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years of Experience

11 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

6501 Americas Pkwy Ne Ste 1000
Albuquerque, NM 87110

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

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

25,711

NM Average: 458
Total Number of Accounts

1,430,874

NM Average: 33,415
Average Account Size

$357,078

NM 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

Carol Lynch Work History

Carol has 11 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Carol Lynch 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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