Wells Fargo Clearing Services, LLC
About this Advisor
Lauren Tuite is a financial advisor who works in Pittsburgh, Pennsylvania, who has been in the industry for 12 years. Tuite works at Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Wells Fargo Advisors, LLC, Allegheny Financial Group and Wells Fargo Clearing Services, LLC. Tuite has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Maryland and Pennsylvania. Wells Fargo Clearing Services, LLC is a company based out of Pittsburgh, Pennsylvania. The investment advisory business has offices in 5,627 locations and a total of 21,510 financial advisors. It manages $648 billion in total assets between its 1,477,661 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 6,968 charitable organizations. Of its 1,477,661 client accounts, 44% are held by high-net-worth clients who have more than $1 million in investable assets. The company performs a number of services, such as 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 for financial management largely are based on which services are offered. However, fee types charged by Wells Fargo Clearing Services, LLC can be comprised of some combination of 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
Lauren Tuite Work History
Lauren has 12 years of experience.
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Allegheny Financial Group
Lauren Tuite has no disclosures.
Please visit their SEC profile for more details.
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