Wells Fargo Clearing Services, LLC
About this Advisor
Chad Reynolds is a financial advisor whose office is in New Bern, North Carolina. Currently an advisor at Wells Fargo Clearing Services, LLC, Reynolds has 11 years of practice as a registered advisor. Reynolds holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Reynolds can advise customers in North Carolina and Texas. During their career, Reynolds has held roles at First Citizens Investor Services and Wells Fargo Advisors LLC. Wells Fargo Clearing Services, LLC is based out of New Bern, North Carolina, and operates out of 6,239 additional offices across the United States. In total, Wells Fargo Clearing Services, LLC oversees $511 billion in assets covering 1,430,874 client accounts and employs more than 25,711 people. The firm's total assets under management makes it one of the largest firms in the nation. The firm manages 1,080,075 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 41% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Wells Fargo Clearing Services, LLC provides 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's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Wells Fargo Clearing Services, LLC Brokerage Details
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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
Chad Reynolds Work History
Chad has 11 years of experience.
Wells Fargo Advisors LLC
First Citizens Investor Services
Chad Reynolds has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Wells Fargo Clearing Services, LLC
New York, NY
Saint Louis, MO
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.