Barnett
Bursley

Wells Fargo Clearing Services, LLC

CRD#1090677
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Barnett Bursley is a certified financial planner located in Pittsburgh, Pennsylvania. Currently an advisor at Wells Fargo Clearing Services, LLC, Bursley has 15 years of professional experience in the financial advisory industry. Bursley maintains Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Bursley is registered to advise customers based out of Pennsylvania and Texas. The advisor has gained experience at Wachovia Securities LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of Pittsburgh, Pennsylvania, and operates out of 6,557 brick-and-mortar locations across the country. Overall, Wells Fargo Clearing Services, LLC manages $473 billion in assets dispersed across 1,432,715 client accounts and employs more than 26,409 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the United States. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 39% of the investment 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, Certified Financial Planner

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

301 Grant St Ste 3600 One Oxford Centre
Pittsburgh, PA 15219

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

PA Average: 458
Total Number of Accounts

1,434,106

PA Average: 33,415
Average Account Size

$302,067

PA 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

Barnett Bursley Work History

Barnett 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

Barnett Bursley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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