Ashley
Turner

Wells Fargo Clearing Services, LLC

CRD#6188376
Investment Advisor
in Edmond, OK

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About this Advisor

Ashley Turner is a financial advisor operating in Edmond, Oklahoma, who has been in the industry for 10 years. Turner is currently employed by Wells Fargo Clearing Services, LLC. During their career, Turner has held roles at Wells Fargo Advisors LLC, Morgan Stanley Smith Barney and Computer Accountants, Inc Pc. Turner has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Oklahoma and Texas. Wells Fargo Clearing Services, LLC is a registered investment business headquartered in Edmond, Oklahoma. The firm has offices in 5,627 locations and a total of 21,510 financial advisors. It oversees $648 billion in assets among its 1,477,661 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 6,968 charitable organizations. Of its 1,477,661 accounts, 44% are held by high-net-worth individuals who have more than $1 million in investable assets. Wells Fargo Clearing Services, LLC offers a number 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. Fees charged by financial advisors are based on which service is provided. Fees billed by Wells Fargo Clearing Services, LLC can include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

3540 S Boulevard St Ste 110
Edmond, OK 73013

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$647,795,506,834

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

21,510

OK Average: 458
Total Number of Accounts

1,477,661

OK Average: 33,415
Average Account Size

$438,393

OK 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

Ashley Turner Work History

Ashley has 10 years of experience.

2013 - Present (9 years)

Wells Fargo Advisors LLC

2013 - 2013 (< 1 year)

Morgan Stanley Smith Barney

2012 - 2013 (1 year)

Computer Accountants, Inc Pc

Disclosures

Ashley Turner has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Amanda Jezik
Tulsa, OK
Brandon Blanchard
Irvine, CA
Nichole Rabon
Miramar Beach, FL
Ashley Turner
Edmond, OK
Palani Lopez
Los Angeles, CA
Basil Barouki
Tarpon Springs, FL
Mary Gravelle
Charlotte, NC
Paulo Quintana
Boca Raton, FL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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