Michael
Cole

Wells Fargo Clearing Services, LLC

CRD#2486269
Investment Advisor
in Hendersonville, NC

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About this Advisor

Michael Cole is a financial advisor working in Hendersonville, North Carolina, who has 11 years in the industry. Cole currently works for Wells Fargo Clearing Services, LLC. Over the course of their career, they have held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Cole holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina and Texas. Wells Fargo Clearing Services, LLC is a registered investment firm that has its headquarters in Hendersonville, North Carolina. The investment advisory business has offices in 6,239 locations and a total of 25,711 employees. It oversees $511 billion in assets under management across its 1,430,874 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 5,773 charitable organizations. Of its 1,430,874 client accounts, 41% belong to high-net-worth investors who have at least $1 million in assets available to invest. Wells Fargo Clearing Services, LLC performs a number of services, including 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 are based on which services are provided. Fees billed by Wells Fargo Clearing Services, LLC most likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

301 S Main St
Hendersonville, NC 28792

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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

Michael Cole Work History

Michael has 11 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Michael Cole 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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