Hovey
Aiken

Wells Fargo Clearing Services, LLC

CRD#1227796
Investment Advisor
in New Bern, NC

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About this Advisor

Hovey Aiken is a financial advisor based out of New Bern, North Carolina, with 11 years in the industry. Aiken is on the advisory team at Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Aiken holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina and Texas. Wells Fargo Clearing Services, LLC is a financial advisory business that has its headquarters in New Bern, North Carolina. The firm has offices in 6,239 locations and a total of 25,711 advisors. It has $511 billion in assets among its 1,430,874 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 5,773 charitable organizations. Of its 1,430,874 accounts, 41% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business performs 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 fees usually vary depending on which services the firm provides the client. Fees 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

11 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

400 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

Hovey Aiken Work History

Hovey has 11 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Hovey Aiken 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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