Fred
Asfoury

Wells Fargo Clearing Services, LLC

CRD#2975152
Investment Advisor
in Raleigh, NC
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About this Advisor

Fred Asfoury is a certified financial planner operating in Raleigh, North Carolina, who has been in the financial industry for 13 years. Asfoury is currently employed by Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Citigroup Global Markets Inc, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Asfoury holds Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. Wells Fargo Clearing Services, LLC is an advisory business that has its headquarters in Raleigh, North Carolina. The investment advisory business has offices in 6,557 locations and a total of 26,409 people on staff. It administers $473 billion in assets between its 1,432,715 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 6,248 charities and foundations. Of its 1,432,715 client accounts, 39% are associated with high-net-worth investors who have at least $1 million in investable assets. Wells Fargo Clearing Services, LLC provides a number 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. Financial advisory fee schedules typically vary depending on which services the firm provides the client. However, fees charged by Wells Fargo Clearing Services, LLC likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 66, Certified Financial Planner

Years of Experience

13 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

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

$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

Fred Asfoury Work History

Fred has 13 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2005 - 2009 (4 years)

Citigroup Global Markets Inc

Disclosures

Fred Asfoury has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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