Stuart
Strickland

Wells Fargo Clearing Services, LLC

CRD#4227775
Investment Advisor
in Raleigh, NC
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About this Advisor

Stuart Strickland is a certified financial planner based in Raleigh, North Carolina, who has been in the industry for 18 years. Strickland works at Wells Fargo Clearing Services, LLC. Over the course of their career, they have held roles at Wachovia Securities, LLC, Wachovia Bank, N.A, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Strickland maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to serve investors in North Carolina. Wells Fargo Clearing Services, LLC is a company that has its headquarters in Raleigh, North Carolina. The firm has offices in 6,557 locations and a total of 26,409 advisors. It manages $473 billion in assets under management across its 1,432,715 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 6,248 charitable organizations. Of its 1,432,715 client accounts, 39% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company provides a broad assortment 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 vary depending on the type of financial services. However, fee types 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 66, Certified Financial Planner

Years of Experience

18 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

4208 Six Forks Rd, Ste 1220 [N2-Rbo]
Raleigh, NC 27609

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

NC Average: $11,469,110,461
Total Number of Employees

26,409

NC Average: 458
Total Number of Accounts

1,432,715

NC Average: 33,415
Average Account Size

$330,143

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

Stuart Strickland Work History

Stuart has 18 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 years)

Wachovia Securities, LLC

2000 - Present (19 years)

Wachovia Bank, N.A

Disclosures

Stuart Strickland has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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