Crystal
Martin

Wells Fargo Clearing Services, LLC

CRD#4640097
Investment Advisor
in Charlotte, NC
Are you Crystal Martin? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Crystal Martin is a financial advisor operating out of Charlotte, North Carolina, who has been in the advisory business for 14 years. Martin is an employee of Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wachovia Securities, LLC, Wachovia Bank, N.A, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Martin maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Virginia. Wells Fargo Clearing Services, LLC is a firm that has its headquarters in Charlotte, North Carolina. It has offices in 6,557 locations and a total of 26,409 employees. It handles $473 billion in assets across its 1,432,715 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 6,248 charities and foundations. Of its 1,432,715 client accounts, 39% belong to high-net-worth clients who have greater than $1 million in assets. The firm offers a number 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 management fee schedules usually are based on the financial services offered. Fee types charged by Wells Fargo Clearing Services, LLC can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

14 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

401 S Tryon St [Wbs Admin]
Charlotte, NC 28202

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Crystal Martin Work History

Crystal has 14 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2004 - Present (15 years)

Wachovia Bank, N.A

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2004 - 2009 (5 years)

Wachovia Securities, LLC

Disclosures

Crystal Martin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started