Paula
Brewer

Wells Fargo Clearing Services, LLC

CRD#1669218
Investment Advisor
in Hendersonville, NC

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About this Advisor

Paula Brewer is a financial advisor operating out of Hendersonville, North Carolina, who has been in the advisory business for 11 years. Brewer is an employee of Wells Fargo Clearing Services, LLC. The advisor has gained experience at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Brewer maintains Series 63 and Series 66 licenses, designating them as a securities agent, and can operate in Connecticut, North Carolina and Texas. Wells Fargo Clearing Services, LLC is a registered investment firm that has its headquarters in Hendersonville, North Carolina. It has offices in 6,239 locations and a total of 25,711 people on staff. It controls $511 billion in assets under management between its 1,430,874 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 5,773 charities and foundations. Of its 1,430,874 customer accounts, 41% belong to high-net-worth individuals who have at least $1 million in assets. The company offers 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. Financial advisory fee schedules vary depending on which services the firm provides the client. However, fees charged by Wells Fargo Clearing Services, LLC most likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

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

421 South Church St Ste 100
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

Paula Brewer Work History

Paula has 11 years of experience.

2016 - Present (5 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Paula Brewer 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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