Jeannie
Mabry

Wells Fargo Clearing Services, LLC

CRD#4976912
Investment Advisor
in Charlotte, NC
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About this Advisor

Jeannie Mabry is a financial advisor who works in Charlotte, North Carolina, who has been in the advisory business for 13 years. Mabry is an advisor for Wells Fargo Clearing Services, LLC. Throughout their career, Mabry has worked at Merrill Lynch, Pierce, Fenner & Smith Inc : 7691, Merrill Lynch, Wells Fargo Advisors and Wells Fargo Clearing Services, LLC. Mabry maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. Wells Fargo Clearing Services, LLC is a financial advisory firm operating in Charlotte, North Carolina. It has offices in 6,557 locations and a total of 26,409 advisors. It controls $473 billion in assets between its 1,432,715 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 6,248 charities and foundations. Of its 1,432,715 accounts, 39% are associated with high-net-worth investors who have more than $1 million in assets. Wells Fargo Clearing Services, LLC provides a broad 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. Fees for financial advice largely are based on which service is offered. However, fee types charged by Wells Fargo Clearing Services, LLC can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

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

401 S Tryon St [Wbs Admin]
Charlotte, NC 28202

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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

Jeannie Mabry Work History

Jeannie has 13 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2012 - 2016 (4 years)

Wells Fargo Advisors

2005 - 2012 (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc : 7691

2005 - 2012 (7 years)

Merrill Lynch

Disclosures

Jeannie Mabry has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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