Sam
Robinson

About this Advisor

Sam Robinson is a certified financial planner working in Charlotte, North Carolina, who has been in the advisory business for 10 years. Robinson is an advisor for Wells Fargo Clearing Services, LLC. Robinson has gained experience at Merrill Lynch, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Robinson maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina and Texas. Wells Fargo Clearing Services, LLC is an advisory company that has its headquarters in Charlotte, North Carolina. The firm has offices in 6,557 locations and a total of 26,409 employees. It handles $473 billion in assets across its 1,432,715 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 6,248 charitable organizations. Of its 1,432,715 customer accounts, 39% belong to high-net-worth clients who have greater than $1 million in assets. Wells Fargo Clearing Services, LLC has 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. A financial advisor's fees are based on the services provided. Fee types charged by Wells Fargo Clearing Services, LLC may include any combination of asset-based, hourly, fixed and commission-based fees.