Nathan
Goulet

Wells Fargo Clearing Services, LLC

CRD#4272890
Investment Advisor
in Raleigh, NC
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About this Advisor

Nathan Goulet is a certified financial planner who works out of Raleigh, North Carolina, with 14 years of experience as a financial advisor. Goulet is on the advisory team at Wells Fargo Clearing Services, LLC. During their career, Goulet has held roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Goulet holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina and Texas. Wells Fargo Clearing Services, LLC is a financial advisory company that has its headquarters in Raleigh, North Carolina. The firm has offices in 6,557 locations and a total of 26,409 financial advisors. It has $473 billion in total assets between its 1,432,715 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 6,248 charitable organizations. Of its 1,432,715 customer accounts, 39% are associated with high-net-worth investors who have more than $1 million in investable assets. Wells Fargo Clearing Services, LLC offers a wide 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. Financial management fee schedules largely vary depending on which services the firm provides the client. Fees charged by Wells Fargo Clearing Services, LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 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

Nathan Goulet Work History

Nathan has 14 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2004 - 2009 (5 years)

Wachovia Securities, LLC

Disclosures

Nathan Goulet has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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