Joanna
Mason

About this Advisor

Joanna Mason is a certified financial planner whose office is in Raleigh, North Carolina. Currently a registered advisor with Wells Fargo Clearing Services, LLC, they have gathered 15 years of professional experience as a financial advisor. Mason maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Mason is able to act as a financial advisor in North Carolina and Texas. Throughout their career, they have worked at Wachovia Securities LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Raleigh, North Carolina, and operates out of 6,557 other offices in the country. In total, Wells Fargo Clearing Services, LLC manages $473 billion in assets throughout 1,432,715 client accounts and employs more than 26,409 people. The firm's total assets under management places it among the biggest financial advisory firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 39% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. 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.