Elizabeth
Stancil

Wells Fargo Clearing Services, LLC

CRD#4202044
Investment Advisor
in Raleigh, NC
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About this Advisor

Elizabeth Stancil is a certified financial planner who works in Raleigh, North Carolina, who has been in the financial industry for 14 years. Stancil is an advisor for Wells Fargo Clearing Services, LLC. During their career, Stancil has held roles at First Citizens Investor Services, Inc, Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Stancil holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and can work in North Carolina. Wells Fargo Clearing Services, LLC is an advisory business operating in Raleigh, North Carolina. The company has offices in 6,557 locations and a total of 26,409 advisors. It has $473 billion in total assets across its 1,432,715 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 6,248 charities and foundations. Of its 1,432,715 client accounts, 39% are held by high-net-worth investors who have more than $1 million in assets. Wells Fargo Clearing Services, LLC provides a diverse range 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 fees typically are based on which services the firm provides the client. Fee types charged by Wells Fargo Clearing Services, LLC likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

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

Yes

Office Location

150 Fayetteville St 7Th Fl [R2-Rbo]
Raleigh, NC 27601

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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

Elizabeth Stancil Work History

Elizabeth has 14 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2004 - 2014 (10 years)

First Citizens Investor Services, Inc

Disclosures

Elizabeth Stancil has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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