Joseph
Peery

Wells Fargo Clearing Services, LLC

CRD#2629974
Investment Advisor
in Raleigh, NC
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About this Advisor

Joseph Peery is a certified financial planner in Raleigh, North Carolina. Currently an advisor with Wells Fargo Clearing Services, LLC, they have gathered 13 years of experience in the financial advisory industry. Peery holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Peery is registered to act as an advisor based out of North Carolina and Texas. Throughout their career, they have worked at H&R Block Financial Advisors, Inc, Wake Tech Community College, 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 locations in the United States. In aggregate, Wells Fargo Clearing Services, LLC manages $473 billion in assets dispersed across 1,432,715 client accounts and employs more than 26,409 people. The level of assets currently under the firm's management places it among the largest firms in the country. 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 advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

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

3105 Glenwood Ave Stes 201 and 302
Raleigh, NC 27612

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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

Joseph Peery Work History

Joseph has 13 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2005 - 2009 (4 years)

H&R Block Financial Advisors, Inc

2005 - Present (14 years)

Wake Tech Community College

Disclosures

Joseph Peery has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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