Robert
Ford

Wells Fargo Clearing Services, LLC

CRD#3048113
Investment Advisor
in Charlotte, NC
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About this Advisor

Robert Ford is a certified financial planner who works out of Charlotte, North Carolina, who has been in the industry for 13 years. Ford is an advisor for Wells Fargo Clearing Services, LLC. Ford has gained experience at Banc Of America Investment Services, Inc, Banc Of America Insurance Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na, Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Ford holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina. Wells Fargo Clearing Services, LLC is a business that has its headquarters in Charlotte, North Carolina. The investment advisory business has offices in 6,557 locations and a total of 26,409 advisors. It oversees $473 billion in total assets among its 1,432,715 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 6,248 charities and foundations. Of its 1,432,715 client accounts, 39% belong to high-net-worth individuals who have at least $1 million in investable assets. The business provides 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. Fees for financial advice vary depending on which services the firm provides the client. Fee types charged by Wells Fargo Clearing Services, LLC most likely consist of some blend 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

4525 Sharon Rd
Charlotte, NC 28211

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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 Ford Work History

Robert has 13 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2012 - 2016 (4 years)

Wells Fargo Advisors, LLC

2009 - 2009 (0 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2009 - 2012 (3 years)

Bank Of America, Na

2005 - 2009 (4 years)

Banc Of America Investment Services, Inc

2005 - 2009 (4 years)

Banc Of America Insurance Services, Inc

Disclosures

Robert Ford has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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