Thomas
Kimmett

Wells Fargo Clearing Services, LLC

CRD#5644844
Investment Advisor
in Lemoyne, PA

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About this Advisor

Thomas Kimmett is a financial advisor working in Lemoyne, Pennsylvania, who has been in the industry for 10 years. Kimmett works at Wells Fargo Clearing Services, LLC. During their career, Kimmett has held roles at Wells Fargo Clearing Services, LLC and Edward Jones. Kimmett holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Pennsylvania and Texas. Wells Fargo Clearing Services, LLC is a registered investment company that has its headquarters in Lemoyne, Pennsylvania. The firm has offices in 6,405 locations and a total of 26,352 financial advisors. It handles $433 billion in assets among its 1,434,106 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 5,905 charitable organizations. Of its 1,434,106 customer accounts, 39% are associated with high-net-worth clients who have more than $1 million in investable assets. The firm provides a diverse range 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 for financial advisory services usually depend on the financial services provided. Fees charged by Wells Fargo Clearing Services, LLC most likely 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

No

Office Location

3 Lemoyne Dr
Lemoyne, PA 17043

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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

Thomas Kimmett Work History

Thomas has 11 years of experience.

2018 - Present (2 years)

Wells Fargo Clearing Services, LLC

2009 - 2018 (9 years)

Edward Jones

Disclosures

Thomas Kimmett has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

Joshua Nowasell
San Francisco, CA
Lucas Widoff
Eugene, OR
Paul Milnes
Wayne, PA
Charles Kitts
Austin, TX
Ashley Watumull
San Francisco, CA
Stephen Harper
Washington, DC
Randall Skaggs
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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