Amee
Earl

Wells Fargo Clearing Services, LLC

CRD#3124949
Investment Advisor
in Raleigh, NC
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About this Advisor

Amee Earl is a certified financial planner who is based in Raleigh, North Carolina. Currently a registered advisor at Wells Fargo Clearing Services, LLC, they have accumulated 12 years of work experience. Earl holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Earl is able to serve clients in North Carolina. Over the course of their career, they have held roles at Wachovia Securities LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Raleigh, North Carolina, and operates out of 6,557 other offices throughout the country. In aggregate, Wells Fargo Clearing Services, LLC oversees $473 billion in assets throughout 1,432,715 accounts and retains more than 26,409 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the nation. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in 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.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 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

3105 Glenwood Ave Stes 201 and 302
Raleigh, NC 27612

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

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

26,409

NC Average: 458
Total Number of Accounts

1,432,715

NC Average: 33,415
Average Account Size

$330,143

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

Amee Earl Work History

Amee has 12 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2007 - 2009 (2 years)

Wachovia Securities LLC

2006 - 2009 (3 years)

Wachovia Securities LLC

Disclosures

Amee Earl has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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