Amy
Sigmon

Wells Fargo Clearing Services, LLC

CRD#5738564
Investment Advisor
in Hickory, NC

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About this Advisor

Amy Sigmon is an investment advisor who works in Hickory, North Carolina. Currently a registered advisor with Wells Fargo Clearing Services, LLC, they have accrued 10 years of practice as an investment advisor. Sigmon has Series 66 and Series 63 licenses, certifying them as a securities representative. Sigmon is able to advise investors based out of North Carolina and Texas. Over the course of their career, Sigmon has held roles at North Star Financial Group, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Hickory, North Carolina, and has 6,239 offices throughout the nation. In aggregate, Wells Fargo Clearing Services, LLC oversees $511 billion in assets covering 1,430,874 accounts and employs more than 25,711 people. The amount of assets the firm manages makes it one of the biggest investment 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 customers 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 66, Series 63

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

1377 N Center St
Hickory, NC 28601

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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

Amy Sigmon Work History

Amy has 10 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors LLC

2010 - 2013 (3 years)

North Star Financial Group

Disclosures

Amy Sigmon 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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