Yvette
Lamchek-Emnas

Wells Fargo Clearing Services, LLC

CRD#1904484
Investment Advisor
in Charlotte, NC
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About this Advisor

Yvette Lamchek-Emnas is a financial advisor in Charlotte, North Carolina. Currently a registered advisor at Wells Fargo Clearing Services, LLC, Lamchek-Emnas has 15 years of experience as a financial advisor. Lamchek-Emnas holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Lamchek-Emnas can advise investors in New Jersey. Lamchek-Emnas has gained experience at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is headquartered in Charlotte, North Carolina, and operates out of 6,557 additional brick-and-mortar locations in the nation. As an advisor firm, Wells Fargo Clearing Services, LLC oversees $473 billion in assets throughout 1,432,715 accounts and employs more than 26,409 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the United States. 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 investors are high-net-worth individuals, meaning they have over $1 million in capital. Wells Fargo Clearing Services, LLC provides 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

401 S Tryon St [Wbs Admin]
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

Yvette Lamchek-Emnas Work History

Yvette 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

Yvette Lamchek-Emnas has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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