Christopher
Coman

Wells Fargo Clearing Services, LLC

CRD#4269532
Investment Advisor
in Raleigh, NC
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About this Advisor

Christopher Coman is a certified financial planner who works out of Raleigh, North Carolina, who has been in the financial industry for 10 years. Coman is an employee of Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wells Fargo Clearing Services, LLC, Wells Fargo Advisors LLC and Wachovia Securities, LLC. Coman maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina and Texas. Wells Fargo Clearing Services, LLC is a firm that has its headquarters in Raleigh, North Carolina. The investment advisory business has offices in 6,557 locations and a total of 26,409 employees. It has $473 billion in total assets between its 1,432,715 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 6,248 charities and foundations. Of its 1,432,715 accounts, 39% belong to high-net-worth clients who have greater than $1 million in investable assets. Wells Fargo Clearing Services, LLC provides a diverse array 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. A financial advisor's fee schedules are based on which services the firm provides the client. Fees billed by Wells Fargo Clearing Services, LLC most likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, 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

3105 Glenwood Ave Stes 201 and 302
Raleigh, NC 27612

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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

Christopher Coman Work History

Christopher has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 years)

Wachovia Securities, LLC

Disclosures

Christopher Coman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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