Scott
Cornett

Wells Fargo Clearing Services, LLC

CRD#2710585
Investment Advisor
in Portland, OR
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About this Advisor

Scott Cornett is a certified financial planner who is based out of Portland, Oregon. Currently a registered advisor at Wells Fargo Clearing Services, LLC, Cornett has 18 years of practice as a registered investment advisor. Cornett has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Cornett can advise investors based out of Oregon, Texas and Washington. Cornett has gained experience at Wm Financial Services, Chase Investment Services Corp, U.S. Bancorp Investments, Inc, Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is located in Portland, Oregon, and operates out of 6,557 additional offices across the United States. As an advisory firm, Wells Fargo Clearing Services, LLC oversees $473 billion in assets throughout 1,432,715 accounts and retains more than 26,409 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 39% of the advisory firm's investors are high-net-worth individuals, meaning they have over $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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

18 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

12240 N Jantzen Dr
Portland, OR 97217

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

OR Average: 458
Total Number of Accounts

1,434,106

OR Average: 33,415
Average Account Size

$302,067

OR 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

Scott Cornett Work History

Scott has 18 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors, LLC

2010 - 2013 (3 years)

U.S. Bancorp Investments, Inc

2009 - 2010 (1 year)

Chase Investment Services Corp

2000 - 2009 (9 years)

Wm Financial Services

Disclosures

Scott Cornett has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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