Anthony
Burns

Wells Fargo Clearing Services, LLC

CRD#2872045
Investment Advisor
in Charlotte, NC
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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

Series 63, Series 65, Certified Financial Planner

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

15801 Brixham Hill Ave Ste 100
Charlotte, NC 28277

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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

Anthony Burns Work History

Anthony has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2009 - 2009 (0 years)

Morgan Stanley Smith Barney

2008 - 2009 (1 years)

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.

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