Michael
Mccormick

Wells Fargo Clearing Services, LLC

CRD#6197048
Investment Advisor
in Raleigh, NC
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About this Advisor

Michael Mccormick is an advisor who works out of Raleigh, North Carolina. Currently a registered advisor at Wells Fargo Clearing Services, LLC, they have accumulated 11 years of experience in the financial advisory industry. Mccormick holds Series 65 and Series 63 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Mccormick is registered to work with clients based out of North Carolina. The advisor has gained experience at Wells Fargo Advisors, LLC, Wells Fargo Bank Na, Enterprise Holdings Of Nc and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Raleigh, North Carolina, and operates out of 6,557 other offices across the United States. In total, Wells Fargo Clearing Services, LLC manages $473 billion in assets throughout 1,432,715 client accounts and employs more than 26,409 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the United States. 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 advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in 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 65, Series 63

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

No

Office Location

150 Fayetteville St 7Th Fl [R2-Rbo]
Raleigh, NC 27601

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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

Michael Mccormick Work History

Michael has 11 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2010 - Present (9 years)

Wells Fargo Bank Na

2013 - 2016 (3 years)

Wells Fargo Advisors, LLC

2007 - 2009 (2 years)

Enterprise Holdings Of Nc

Disclosures

Michael Mccormick has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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