William
Hadley

Wells Fargo Clearing Services, LLC

CRD#1303716
Investment Advisor
in Charlotte, NC
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About this Advisor

William Hadley is a certified financial planner whose office is in Charlotte, North Carolina. Currently a registered investment advisor at Wells Fargo Clearing Services, LLC, they have accumulated 15 years of work experience in the financial advisory industry. Hadley has Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Hadley can serve clients in North Carolina. Over the course of their career, they have held roles at Wells Fargo Advisors LLC, Wachovia Securities, LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is located in Charlotte, North Carolina, and operates out of 6,557 additional offices in the nation. As a company, Wells Fargo Clearing Services, LLC oversees $473 billion in assets throughout 1,432,715 client accounts and employs more than 26,409 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 39% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Wells Fargo Clearing Services, LLC can provide 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 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

301 S College St 1St Fl One Wells Fargo Center
Charlotte, NC 28202

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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

William Hadley Work History

William has 15 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2003 - 2009 (6 years)

Wachovia Securities, LLC

Disclosures

William Hadley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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