Anthony
Burns
Wells Fargo Clearing Services, LLC
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About this Advisor
Anthony Burns is a certified financial planner working out of Charlotte, North Carolina, who has been in the industry for 10 years. Burns is on the advisory team at Wells Fargo Clearing Services, LLC. Burns has gained experience at Wells Fargo Advisors LLC, Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Wells Fargo Clearing Services, LLC. Burns holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in North Carolina. Wells Fargo Clearing Services, LLC is a financial advisory firm that has its headquarters in Charlotte, North Carolina. The investment advisory business has offices in 6,557 locations and a total of 26,409 people on staff. It has $473 billion in assets under management among its 1,432,715 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 6,248 charities and foundations. Of its 1,432,715 customer accounts, 39% are associated with high-net-worth clients who have more than $1 million in assets. The company has a diverse array of services, including 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. Financial advisory fees vary depending on which services the firm provides the client. However, fee types charged by Wells Fargo Clearing Services, LLC can consist of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Wells Fargo Clearing Services, LLC Brokerage Details

$473,000,358,971

26,409

1,432,715

$330,143

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
- Other
Anthony Burns Work History
Anthony has 10 years of experience.
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Disclosures
Anthony Burns has no disclosures.
Please visit their SEC profile for more details.
This content was compiled from the SEC and FINRA.
