Wells Fargo Clearing Services, LLC
About this Advisor
Zachary Goins is an investment advisor located in New Bern, North Carolina. Currently an investment advisor with Wells Fargo Clearing Services, LLC, Goins has 11 years of work experience in the financial advisory industry. Goins has a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Goins is registered to act as an advisor in North Carolina and Texas. Goins has gained experience at Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Sia Group, Broad Creek Holdings LLC, Wells Fargo Clearings Services, LLC and Western & Southern Life Insurance. Wells Fargo Clearing Services, LLC is based out of New Bern, North Carolina, and has 6,239 additional offices throughout the nation. Overall, Wells Fargo Clearing Services, LLC manages $511 billion in assets dispersed across 1,430,874 client accounts and employs more than 25,711 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the United States. The firm manages 1,080,075 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 41% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable 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's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Wells Fargo Clearing Services, LLC Brokerage Details
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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
Zachary Goins Work History
Zachary has 11 years of experience.
Wells Fargo Clearings Services, LLC
Western & Southern Life Insurance
Massachusetts Mutual Life Insurance Company
Mml Investors Services, LLC
Broad Creek Holdings LLC
Zachary Goins has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Wells Fargo Clearing Services, LLC
New York, NY
Saint Louis, MO
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.