Keith
Howell

Wells Fargo Clearing Services, LLC

CRD#6128386
Investment Advisor
in New Bern, NC

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About this Advisor

Keith Howell is a financial advisor operating out of New Bern, North Carolina, who has been in the industry for 10 years. Howell is an advisor for Wells Fargo Clearing Services, LLC. Howell has gained experience at Wells Fargo Bank Na, Wells Fargo Advisors LLC, Haynes Furniture and Wells Fargo Clearing Services, LLC. Howell holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in North Carolina and Texas. Wells Fargo Clearing Services, LLC is a financial advisory company that has its headquarters in New Bern, North Carolina. The investment advisory business has offices in 6,239 locations and a total of 25,711 financial advisors. It has $511 billion in assets across its 1,430,874 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 5,773 charitable organizations. Of its 1,430,874 accounts, 41% belong to high-net-worth investors who have greater than $1 million in investable assets. The business has a wide set 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 advisory fee schedules typically are based on the type of services provided. Fees charged by Wells Fargo Clearing Services, LLC likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

3100 Dr Martin Luther King Jr Blvd
New Bern, NC 28562

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

NC Average: $11,469,110,461
Total Number of Employees

25,711

NC Average: 458
Total Number of Accounts

1,430,874

NC Average: 33,415
Average Account Size

$357,078

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

Keith Howell Work History

Keith has 10 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2010 - Present (11 years)

Wells Fargo Bank Na

2012 - 2016 (4 years)

Wells Fargo Advisors LLC

2010 - 2010 (< 1 year)

Haynes Furniture

Disclosures

Keith Howell has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Connor Flannery
New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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