Wells Fargo Clearing Services, LLC
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About this Advisor
Jamie Parker is an investment advisor who is based in Charlotte, North Carolina. Currently an advisor with Wells Fargo Clearing Services, LLC, they have accrued 13 years of professional experience. Parker maintains a Series 63 license, qualifying them as a securities representative. Parker can advise investors based out of North Carolina. During their career, Parker has held roles at Wells Fargo Clearing Services LLC and Vining Sparks. Wells Fargo Clearing Services, LLC is headquartered in Charlotte, North Carolina, and operates out of 6,557 additional brick-and-mortar locations across 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 firm's total assets under management makes it one of the largest investment advisory firms in the nation. 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 advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Wells Fargo Clearing Services, LLC can offer 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
Years of Experience
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Wells Fargo Clearing Services, LLC Brokerage Details
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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
Jamie Parker Work History
Jamie has 13 years of experience.
Wells Fargo Clearing Services LLC
Jamie Parker has no disclosures.
Please visit their SEC profile for more details.