Donald
Levine

Wells Fargo Clearing Services, LLC

CRD#1054287
Investment Advisor
in Charlotte, NC
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About this Advisor

Donald Levine is a certified financial planner and chartered financial consultant in Charlotte, North Carolina. Currently a registered investment advisor at Wells Fargo Clearing Services, LLC, they have accrued 10 years of professional experience in the financial advisory industry. Levine has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Levine is able to act as an advisor based out of California and Texas. Their career trajectory has included roles at Wells Fargo Bank, Merrill Lynch, Investacorp Inc, Highland Capital and Wells Fargo Clearing Services. Wells Fargo Clearing Services, LLC is headquartered in Charlotte, North Carolina, and has 6,557 additional locations across the country. In total, Wells Fargo Clearing Services, LLC manages $473 billion in assets dispersed across 1,432,715 client accounts and employs more than 26,409 people. The firm's total assets under management places it among the largest financial advisory firms in the nation. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 39% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Wells Fargo Clearing Services, LLC can provide 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

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

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

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

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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

Donald Levine Work History

Donald has 10 years of experience.

2017 - Present (2 years)

Wells Fargo Bank

2017 - 2017 (0 years)

Investacorp Inc

2017 - Present (2 years)

Wells Fargo Clearing Services

2016 - 2017 (1 years)

Highland Capital

2008 - 2016 (8 years)

Merrill Lynch

Disclosures

Donald Levine has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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