Bailey
Bartee

Wells Fargo Clearing Services, LLC

CRD#4641982
Investment Advisor
in Charlotte, NC
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About this Advisor

Bailey Bartee is a certified financial planner operating out of Charlotte, North Carolina, with 15 years of financial industry experience. Bartee is currently employed by Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Bartee holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in North Carolina. Wells Fargo Clearing Services, LLC is a registered investment business that has its headquarters in Charlotte, North Carolina. The firm has offices in 6,557 locations and a total of 26,409 people on staff. It administers $473 billion in assets under management among its 1,432,715 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 6,248 charities and foundations. Of its 1,432,715 accounts, 39% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm has a broad assortment of services, such as 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. Fees charged by financial advisors usually vary depending on which service is offered. Fee types billed by Wells Fargo Clearing Services, LLC most likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 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

6000 Fairview Dr Ste 800
Charlotte, NC 28210

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

NC Average: 458
Total Number of Accounts

1,434,106

NC Average: 33,415
Average Account Size

$302,067

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

Bailey Bartee Work History

Bailey has 15 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2003 - 2009 (6 years)

Wachovia Securities, LLC

Disclosures

Bailey Bartee has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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