David
Wilkins

Wells Fargo Clearing Services, LLC

CRD#5401107
Investment Advisor
in New Bern, NC

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About this Advisor

David Wilkins is a certified financial planner based out of New Bern, North Carolina, who has been in the advisory business for 31 years. Wilkins currently works for Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wachovia Bank, N.A, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wilkins has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina. Wells Fargo Clearing Services, LLC is a financial advisory firm headquartered in New Bern, North Carolina. The company has offices in 6,239 locations and a total of 25,711 people on staff. It administers $511 billion in assets among its 1,430,874 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 5,773 charitable organizations. Of its 1,430,874 accounts, 41% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm has a wide 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. Fees for financial management usually are based on which services the firm provides the client. Fees charged by Wells Fargo Clearing Services, LLC likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

31 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 Front St
New Bern, NC 28560

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

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

25,711

NC Average: 458
Total Number of Accounts

1,430,874

NC Average: 33,415
Average Account Size

$357,078

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

David Wilkins Work History

David has 31 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

1989 - Present (32 years)

Wachovia Bank, N.A

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

David Wilkins has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Connor Flannery
New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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.

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