Hunter
Burton

Wells Fargo Clearing Services, LLC

CRD#6239502
Investment Advisor
in Charlotte, NC
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About this Advisor

Hunter Burton is a certified financial planner in Charlotte, North Carolina. Currently an advisor with Wells Fargo Clearing Services, LLC, Burton has 12 years of work experience. Burton holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Burton is able to act as a financial advisor based out of North Carolina and Texas. Over the course of their career, they have held roles at Furman University, Wells Fargo Advisors, LLC, None, Northwestern Mutual, Ymca, Wells Fargo Clearing Services, LLC, Jtekt Automotive and Palmetto High School. Wells Fargo Clearing Services, LLC is headquartered in Charlotte, North Carolina, and has 6,557 brick-and-mortar locations in the country. Overall, Wells Fargo Clearing Services, LLC oversees $473 billion in assets throughout 1,432,715 client accounts and retains more than 26,409 people. The level of assets currently under the firm's management makes it one of the biggest firms in the United States. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the firm's investors are high-net-worth individuals, meaning they have greater than $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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 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

6000 Fairview Dr Ste 800
Charlotte, NC 28210

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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

Hunter Burton Work History

Hunter has 12 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2014 - 2014 (0 years)

None

2013 - 2014 (1 years)

Northwestern Mutual

2011 - 2011 (0 years)

Jtekt Automotive

2010 - 2014 (4 years)

Furman University

2006 - 2010 (4 years)

Ymca

2006 - 2010 (4 years)

Palmetto High School

Disclosures

Hunter Burton has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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