Duane
Bogie

Wells Fargo Clearing Services, LLC

CRD#1362422
Investment Advisor
in Dallas, TX
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About this Advisor

Duane Bogie is a financial advisor based out of Dallas, Texas, who has been in the financial industry for 14 years. Bogie is an advisor for Wells Fargo Clearing Services, LLC. Over the course of their career, Bogie has held roles at Wells Fargo Investments, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Bogie has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Wells Fargo Clearing Services, LLC is an advisory firm that has its headquarters in Dallas, Texas. The company has offices in 6,557 locations and a total of 26,409 advisors. It administers $473 billion in assets under management among its 1,432,715 accounts, placing it among the largest firms in the country by assets under management. The firm serves 6,248 charitable organizations. Of its 1,432,715 customer accounts, 39% belong to high-net-worth clients who have more than $1 million in assets available to invest. Wells Fargo Clearing Services, LLC 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 charged by financial advisors are based on which services the firm provides the client. However, fee types billed by Wells Fargo Clearing Services, LLC can consist of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

14 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

1445 Ross Ave 44Th Fl [Te-Rbo]
Dallas, TX 75202

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$433,195,677,454

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

26,352

TX Average: 458
Total Number of Accounts

1,434,106

TX Average: 33,415
Average Account Size

$302,067

TX 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

Duane Bogie Work History

Duane has 14 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2004 - 2011 (7 years)

Wells Fargo Investments, LLC

Disclosures

Duane Bogie has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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