Wells Fargo Clearing Services, LLC
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Wells Fargo Clearing Services, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Adam Pike Work History
Adam has 10 years of experience.
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Hampstead Pool Spa And Patio
Adam Pike has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Wells Fargo Clearing Services, LLC
New York, NY
Saint Louis, MO
The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact firstname.lastname@example.org. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.