Karen
Shane

About this Advisor

Karen Shane is a certified financial planner based out of Charlotte, North Carolina, with 10 years of professional experience. Shane is an advisor for Wells Fargo Clearing Services, LLC. Throughout their career, they have worked at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Shane maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to advise clients in Florida, North Carolina and Texas. Wells Fargo Clearing Services, LLC is a financial advisory firm that has its headquarters in Charlotte, North Carolina. The company has offices in 6,557 locations and a total of 26,409 financial advisors. It administers $473 billion in assets across its 1,432,715 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 6,248 charitable organizations. Of its 1,432,715 customer accounts, 39% are associated with high-net-worth clients who have greater than $1 million in assets. The firm has a number 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. Financial management fees are based on the type of financial services provided. However, fee types charged by Wells Fargo Clearing Services, LLC can include some blend of asset-based, hourly, fixed and commission-based fees.