Michele
Loy

Wells Fargo Clearing Services, LLC

CRD#2357558
Investment Advisor
in Hickory, NC

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About this Advisor

Michele Loy is a financial advisor based in Hickory, North Carolina, with 22 years of financial industry experience. Loy is on the advisory team at Wells Fargo Clearing Services, LLC. The advisor has gained experience at Bearclaw Enterprises, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Loy has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in North Carolina and Texas. Wells Fargo Clearing Services, LLC is a financial advisory firm that has its headquarters in Hickory, North Carolina. The investment advisory business has offices in 6,239 locations and a total of 25,711 advisors. It oversees $511 billion in assets under management between its 1,430,874 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 5,773 charitable organizations. Of its 1,430,874 accounts, 41% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company provides a diverse array 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. Fees for financial advisory services usually vary depending on the type of services provided. However, fee types charged by Wells Fargo Clearing Services, LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

22 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

1453 2Nd St Ne
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

Michele Loy Work History

Michele has 22 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

1998 - Present (23 years)

Bearclaw Enterprises, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Michele Loy 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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