Julianna
Chance

About this Advisor

Julianna Chance is an advisor whose office is in Albuquerque, New Mexico. Currently a registered advisor at Wells Fargo Clearing Services, LLC, Chance has 11 years of work experience in the financial advisory industry. Chance maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Chance is able to work with clients in New Mexico and Texas. Chance has gained experience at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Albuquerque, New Mexico, and operates out of 6,239 locations across the United States. Overall, Wells Fargo Clearing Services, LLC oversees $511 billion in assets across 1,430,874 client accounts and retains more than 25,711 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the country. The firm manages 1,080,075 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 41% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Wells Fargo Clearing Services, LLC can offer 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.