Kelly
King

Wells Fargo Clearing Services, LLC

CRD#5869292
Investment Advisor
in Charlotte, NC
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About this Advisor

Kelly King is a certified financial planner who works out of Charlotte, North Carolina, with 10 years of financial industry experience. King is on the advisory team at Wells Fargo Clearing Services, LLC. Throughout their career, King has worked at Pricewaterhousecoopers Llp, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. King maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina, South Carolina and Texas. Wells Fargo Clearing Services, LLC is a registered investment business headquartered in Charlotte, North Carolina. It has offices in 6,557 locations and a total of 26,409 financial advisors. It oversees $473 billion in total assets across its 1,432,715 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 6,248 charitable organizations. Of its 1,432,715 customer accounts, 39% are held by high-net-worth clients who have more than $1 million in assets. The business 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. A financial advisor's fee schedules depend on the type of financial services offered. However, fees billed by Wells Fargo Clearing Services, LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

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

No

Office Location

301 S College St 1St Fl One Wells Fargo Center
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

Kelly King Work History

Kelly has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2010 - 2016 (6 years)

Wells Fargo Advisors LLC

2008 - 2010 (2 years)

Pricewaterhousecoopers Llp

Disclosures

Kelly King has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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