Robert
Benton

Wells Fargo Clearing Services, LLC

CRD#2970070
Investment Advisor
in Charlotte, NC
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About this Advisor

Robert Benton is a certified financial planner based out of Charlotte, North Carolina, who has been in the industry for 13 years. Benton is on the advisory team at Wells Fargo Clearing Services, LLC. Over the course of their career, they have held roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Benton holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in North Carolina and Texas. Wells Fargo Clearing Services, LLC is an advisory business that has its headquarters in Charlotte, North Carolina. The company has offices in 6,557 locations and a total of 26,409 employees. It has $473 billion in assets under management across its 1,432,715 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 6,248 charities and foundations. Of its 1,432,715 customer accounts, 39% belong to high-net-worth investors who have at least $1 million in assets. The advisory firm offers a number 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 advice depend on the financial services offered. Fees billed by Wells Fargo Clearing Services, LLC most likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 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

2333 Randolph Rd Ste 100
Charlotte, NC 28207

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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

Robert Benton Work History

Robert has 13 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2005 - 2009 (4 years)

Wachovia Securities, LLC

Disclosures

Robert Benton has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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