Michael
Webber

Wells Fargo Clearing Services, LLC

CRD#4085555
Investment Advisor
in Hickory, NC

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About this Advisor

Michael Webber is a financial advisor in Hickory, North Carolina. Currently an advisor at Wells Fargo Clearing Services, LLC, they have accumulated 11 years of professional experience in the financial advisory industry. Webber holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Webber is registered to advise investors based out of North Carolina and Texas. Over the course of their career, they have held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Hickory, North Carolina, and has 6,239 additional brick-and-mortar locations throughout the country. In total, Wells Fargo Clearing Services, LLC oversees $511 billion in assets covering 1,430,874 client accounts and employs more than 25,711 people. The amount of assets the firm manages places it among the largest financial advisory firms in the United States. The firm manages 1,080,075 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 41% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Wells Fargo Clearing Services, LLC offers 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 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

No

Office Location

1377 N Center St
Hickory, NC 28601

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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 Webber 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 Webber has no 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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