Adam
Pike

Wells Fargo Clearing Services, LLC

CRD#6421560
Investment Advisor
in Wilmington, NC

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About this Advisor

Adam Pike is an advisor based in Wilmington, North Carolina. Currently a registered financial advisor with Wells Fargo Clearing Services, LLC, Pike has 10 years of work experience. Pike has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Pike is able to operate in North Carolina and Texas. During their career, the advisor has held roles at Wells Fargo Advisors, LLC, Landscapes Unlimited, Hampstead Pool Spa And Patio and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Wilmington, North Carolina, and operates out of 6,239 additional locations in the United States. As a registered investment advisory firm, Wells Fargo Clearing Services, LLC manages $511 billion in assets across 1,430,874 accounts and employs more than 25,711 people. The amount of assets the firm manages places it among the largest financial advisory firms in the country. The firm manages 1,080,075 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 41% of the 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

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

6752 Parker Farm Dr Ste 300
Wilmington, NC 28405

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

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

25,711

NC Average: 458
Total Number of Accounts

1,430,874

NC Average: 33,415
Average Account Size

$357,078

NC 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

Adam Pike Work History

Adam has 10 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2014 - 2014 (< 1 year)

Landscapes Unlimited

2010 - 2014 (4 years)

Hampstead Pool Spa And Patio

Disclosures

Adam Pike 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.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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