Zachary
Goins

Wells Fargo Clearing Services, LLC

CRD#6861148
Investment Advisor
in New Bern, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

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

Series 66

Years of Experience

11 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

Yes

Office Location

400 S Front St
New Bern, NC 28560

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$510,933,873,086

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

25,711

NC Average: 458
Total Number of Accounts

1,430,874

NC Average: 33,415
Average Account Size

$357,078

NC Average: $343,232

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Zachary Goins Work History

Zachary has 11 years of experience.

2018 - Present (3 years)

Wells Fargo Clearings Services, LLC

2018 - 2018 (< 1 year)

Western & Southern Life Insurance

2017 - 2018 (1 year)

Massachusetts Mutual Life Insurance Company

2017 - 2018 (1 year)

Mml Investors Services, LLC

2012 - 2017 (5 years)

Sia Group

2009 - 2012 (3 years)

Broad Creek Holdings LLC

Disclosures

Zachary Goins has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Connor Flannery
New York, NY
Rosa Saldias Costa
Miami, FL
Robert Read
Richmond, VA
Matthew Ogurkow
Seattle, WA
Carla Inurritegui
Miami, FL
Adam Pike
Wilmington, NC
Une Enyenihi
Minneapolis, MN
James Edelen
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started